AllData Aggregation for Wealth Management

Gain insights into clients' financial health, improve decision making and generate sales opportunities with AllData^® Aggregation from Fiserv.

	Flexible integration Add AllData Aggregation to any platform using REST APIs to increase loyalty and satisfaction with a blended data environment for any application, regardless of the underlying technology platform.

	Comprehensive financial insights Get real-time information on clients’ transactions, assets, liabilities and financial histories to get a holistic, end-to-end view of clients’ finances, improve decision speed and develop tailored experiences.

	Trusted sources updated daily Access information from 20 million daily transactions across thousands of sources, helping you reduce risk of error with 95% coverage and an industry best-in-class 98% success rate.

	Experience and reliability Rely on exceptional data coverage with regular quality checks from a provider with 15+ years in aggregation.

	Industry-leading fraud management Leverage the same technology used by the world's leading financial institutions, protect customer information and access real-time account data and balance verifications to help identify fraud.

Learn more from client stories

secure account verification

secure account verification

DECISIONLOGIC

Using data aggregation to facilitate real-time account verification

Download client story

When you have customers online who need a financial decision, data accuracy and technology that works in real-time is paramount.

David Evans

President and CEO
DecisionLogic

Learn about our data aggregation capabilities

AllData Aggregation

Real-time API that delivers actionable consumer data from over 20 million daily imported transactions.

VerifyNow^TM

A solution to reduce fraud by verifying bank account ownership, status and consumer identity in real-time.

AllData Connect

A secure portal that allows consumers to consent to share their financial data for third-party application activity.

AllData PFM

A complete view of consumer finances across all online accounts at multiple financial institutions.

Discover insights related to data aggregation for wealth management

Abstract image of circuitry with padlock

Data aggregation: reliability, security and connections

Explore how to secure access to 18,000 consumer financial data sources to enable faster, more accurate decision making.

Abstract image of financial graph

Data aggregation enhances financial well-being

See how consumers and businesses can use data to promote financial wellness.

Do Not Sell My Personal Data | Accessibility Statement