The Fremont, Calif., financial planning software provider AdviceAmerica Inc. has agreed to use CashEdge Inc.'s AllData aggregation software.
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AllData Data Consolidation is designed to let financial advisers consolidate data from clients' accounts, CashEdge said; the software can pull data from direct feeds and from portals set up by brokerages and other companies.
The New York vendor announced the deal Tuesday.
Purna Pareek, the chairman and chief executive of AdviceAmerica, said in a press release issued by CashEdge that his company chose the software "in response to a growing demand from advisers for more actionable access to their clients' assets for planning and portfolio management."
