AllData Advisor® from Fiserv automates the creation of a consolidated view of client assets and liabilities. The resulting financial insights can lead to stronger relationships and increased assets under management.
Over the past decade, the financial industry has shifted toward fee-based revenue models. As a result, the need for advisors to provide holistic financial guidance to their clients has taken on new strategic importance. AllData Advisor can help.
AllData Advisor aggregates account data from virtually any online financial source — including investment accounts, employee stock plans, mortgages, insurance and banking — and then puts the data into a format that integrates with popular advisor desktop systems. Advisors can view balances, positions and transactions across all their clients’ accounts, allowing sophisticated analysis and deep insight.
Because AllData Advisor eliminates the time-consuming manual data entry of held-away assets, advisors have more time to better service new and existing clients. By offering a high-performance tool, broker-dealers can attract and retain top producers.
Our aggregation services support any application that requires personal financial data.