Advisor Exchange

A third party data management provider that aggregates account information from virtually any online portal where a client account is held and feeds this data into various third party accounting and portfolio management systems, as well as CRM and financial planning tools.

With Advisor Exchange, advisors and wealth managers have one feed to capture all their client accounts including investment, retirement, banking, insurance, 529, annuities, REITs and other hard to reach assets, as well as mortgages, loans, bills and other liabilities.

Unlike traditional account aggregation solutions which only offer a basic summary view of client assets via screen scraping, Advisor Exchange delivers a customizable, enhanced solution which includes consistent, normalized and detailed transactions, positions and price information.

For more information, please www.advisorexchange.com