Advisor Exchange partners with Cashedge

Chicago IL (March 29, 2007) -- The board of directors of Advisor Exchange (AE) today announced its partnership with CashEdge to deliver the industry's first open account aggregation solution. This secure, accurate, and reliable platform will allow advisors to export transaction level data into virtually any third party application. The initial features will include:

  • View all advisor-managed accounts, held-away accounts, life insurance and annuity, 401(k) accounts, other self-manage accounts, and non-investment accounts. Over 9,000 institutions in total.
  • Historical, transaction level detail that is harvested, normalized, and enhanced.
  • Create custom alerts on any screening criteria.
  • Open architecture will permit you to recieve data into any mission critical application (Financial Planning, PMS, Excel, CRM, etc.).
  • Aggregate your entire book of business across multiple custodians.
  • Add accounts on behalf of the client.
  • Permission other professionals (example, CPA's and Attorneys) to view client data.
  • Client dashboard branded with your logo and can be framed into your website.
  • Ability to override default client invite text.

If you would like to learn more or schedule a demo, please contact
JLuciano@Advisor-Exchange.com or by calling (516)801-4931.

ABOUT US

Created in December 2006 to address the information gap advisors face today, Advisor Exchange (AE) will provide Advisors with the latest Account Aggregation technology and a way to import that data into mission critical business applications.

Specifically, Advisor Exchange will focus on the following areas for creating custom aggregated data exports:

  • Financial Planning Software
  • Portfolio Management Systems
  • CRM Applications
  • Any in-house, proprietary software

As a limited liability corporation, Advisor Exchange (AE) is dedicated to bridging the informational gap that advisors face today by integrating into their custom applications. AE is dedicated to highest end of customer satisfaction while at the same time providing industry leading security. See http://www.Advisor- Exchange.com