CashEdge Inc. has begun offering a version of account aggregation that it says is simpler to deploy with complex financial software.
Aggregation is typically the means of bringing data into the personal financial management tools offered to online banking users. For example, the New York vendor's aggregation system supplies data to Geezeo Inc.'s online banking and PFM system.
CashEdge also offers this technology for purposes such as financial planning, customer relationship management and portfolio management. Its AllData Advisor Integration Kit is intended to smooth integration with those applications.
"CashEdge has figured out a way to take the aggravation out of aggregation," Brian McLaughlin, the founder and chief executive of Redtail Technology Inc., said in a press release. Redtail, a Gold River, Calif., vendor, uses AllData with its CRM system.