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Location Office

104 Fifth Avenue, 11th Floor
New York
NY
US

Telephone

212.656.9000

Contact

Machie MAM Madden
[email protected]

AllData – Data Consolidation for Enterprises

AllData enables wealth management & advisory firms to consolidate client data from brokerages, custodians, banks, etc. AllData’s proprietary data enhancement methodology creates a portable “client positions database” with the accuracy & detail to fuel sophisticated wealth management applications.

View other products from CashEdge

Online Account Opening and Funding

OpenNow is an instant online account enrollment, authorization and validation product. FundNow provides a risk-managed service for funding new accounts online. Together, the solutions significantly increase new account completion rates by reducing the time and complexity of opening and funding a new account.

AggregateNow - Financial Account Consolidation

AggregateNow enables FIs to provide a personal financial hub for their customers and gather actionable marketing insight. Unlike generic aggregation solutions that “scrape” data, AggregateNow harvests historical, transaction-level detail from the widest range of sources in the industry.

TransferNow - Inter-institution Transfer

TransferNow enables financial institutions to attract new assets & generate new revenue streams, by deploying secure online money transfers between their host accounts and accounts at over 20,000 banks and brokerages. TransferNow automates the authentication of the account and manages the risk.