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| Vendors > Enterprise > Account Aggregation | |||||
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Top Adhesion Technologies 5935 Carnegie Blvd, Suite 301 Charlotte, NC 28209 Phone: (704) 716-3700 Website: www.adhesiontech.com The EA² Financial Consolidation Platform enables a wide spectrum of financial institutions and services providers (FSP's) to create a complete financial picture of their customers. This information, and the Financial Management solutions it drives, reinforces your primary advisor role in the financial relationship with your customers. Aided by the EA² Financial Consolidation Platform, FSP's can offer their customers and advisors innovative, value-added online services such as client-advisor collaboration, financial planning, portfolio optimization, performance reporting, CRM and data mining, and cash management. Top Advent Software, Inc. 301 Brannan Street San Francisco, CA 94107 Phone: (800) 727-0605 Website: www.advent.com WealthLine® is a Web-based wealth management-reporting platform providing tools for financial institutions to collaborate with their clients. WealthLine gives financial advisors a sophisticated, customizable, and cost-effective solution for furnishing personalized content and exceptional service to their clients. With WealthLine, you can offer clients anytime access to a wide range of investment and financial information via your own branded Web site. The WealthLine service features secure document publishing and interactive portfolio reporting combined with financial content from ComStock, a division of Interactive Data Corporation. The robust Web service combines Axys reports, important financial documents, and a dynamic view of portfolio holdings in an information-rich experience for the investor, and a highly automated, easy-to-use communication tool for the advisor. Top Albridge Solutions (formerly StatementOne) 1009 Lenox Drive, Building 4, Suite 103 Lawrenceville, NJ 08648 Phone: (609) 620-5800 Email: sales@albridge.com Website: www.albridge.com Having pioneered the industry's most advanced consolidation and reporting tools available today, Albridge Wealth Reporting provides financial institutions, their advisors, and their permissioned clients with immediate, on-demand access to the transaction-level data that's critical to successful wealth management. Top ByAllAccounts 800 West Cummings Park, Suite 2050 Woburn, MA 01801-6377 Phone: (781) 376-0801 Email: sales@byallaccounts.com Website: www.byallaccounts.com ByAllAccounts works with financial institutions and their trusted advisors to help build stronger, more profitable relationships with their preferred clients. How? We provide advisors with timely, actionable data and analysis on all the assets their clients own - even those assets they do not manage today - and we make it easy to provide very insightful, personalized financial recommendations. The result? An important service advantage that benefits preferred clients and helps advisors leverage their clients' financial data to expand these key relationships and win new business. Top CashEdge 628 Broadway, Suite 401 New York, NY 10012 Phone: (212) 656-9000 Website: www.cashedge.com Founded in 1999, CashEdge® provides infrastructure that global financial institutions rely on to extend their online channels and enhance customer profitability. We deliver secure Online Money Movement and Advanced Account Aggregation platforms that power specialized retail banking and advisor applications. These proven solutions empower our partners to create compelling online offerings that attract customers, generate revenues, and reduce costs. Flexible deployment models provide for customized, rapid implementation of both ASP and onsite solutions. Top Grendel Big Brain Works, LLC. 140 West Gay St, Suite 300 West Chester, PA 19380 Phone: 888-824-4477 Email: info@grendelonline.com Website: www.grendelonline.com Grendel is a sophisticated online solution designed specifically for financial advisors. It integrates all the tools a practice needs to stay ahead of the curve in one easy to use package. With Grendel, advisors have access to unlimited account aggregation, an advanced CRM, a compliant paperless office solution, client portal, and practice management tools. Control you monsters with Grendel and increase compliance, reduce costs, and generate more revenue! Grendel also has a supervisory module available for broker/dealers. This allows the b/d to remotely audit their advisors, unify compliance management, manage retention policies, maintain comprehensive records, access all advisor files instantly, and more. Grendel even automates many of these functions and proactively notifies the supervisor of potential issues. Top Teknowledge Corporation 1800 Embarcadero Road Palo Alto, CA 94303 Phone: (650) 424-0500 Email: tekportal@teknowledge.com Website: www.teknowledge.com TekPortal is a multi-institution enterprise aggregation platform that enables institutions to integrate account aggregation services into their Internet applications so that they can offer account aggregation from banks, brokerages, credit card processors, insurance and travel reward sites. With TekPortal, the institutions' customers can manage their online financial portfolios through a single website, even if the portfolios are comprised of accounts at multiple institutions. In addition to aggregation, TekPortal provides users with bill payment, notifications, and portfolio analysis tools. Top Yodlee's AdvisorView Yodlee, Inc 3600 Bridge Parkway, Suite 200 Redwood City, CA 94065 Telephone: (650) 980-3600 Email: marketing@yodlee.com Website: www.yodlee.com Yodlee's AdvisorView is the industry's first aggregation-enabled wealth management data consolidation solution. AdvisorView uniquely provides advisors with a collaborative environment to import client-permissioned account data held at any financial institution. Powered by Yodlee's industry leading technology, AdvisorView bundles a real-time, consolidated view of clients' financial lives with the tools and export facilities necessary to track all account activity and provide comprehensive, timely investment advice. AdvisorView improves advisor efficiency, strengthens client relationships, and enhances an advisor's ability to bring more assets under management. Top uMonitor Parsam Technologies 65 Germantown Court, Suite 425 Memphis, TN 38018 Phone: (901) 757-1212 Email: sales@umonitor.com Website: www.umonitor.com Premium Account Aggregation. uMonitor is the world's most innovative financial services platform available today. uMonitor technologies offers fully integrated, comprehensive account aggregation and other services. uMonitor solutions are used by over 50 financial corporations and numerous financial professionals to delight their customers. |
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