BEST-IN-CLASS Capabilities

AllData Aggregation for Wealth Management

Gain insights into clients' financial health, improve decision making and generate sales opportunities with AllData^®Aggregation from Fiserv.

KEY FEATURES

Flexible integration

Add AllData Aggregation to any platform and easily integrating the data you need with any new or existing application using REST APIs, regardless of the underlying technology platform.
Comprehensive financial insights

Get real-time information on clients’ transactions, assets, liabilities and financial histories.
Trusted sources updated daily

Access a wealth of information provided by 20 million daily transactions imported from thousands of unique data sources.
Experience and reliability

Rely on exceptional data coverage and reliability with regular data quality checks from a provider that has been in the data aggregation business for over 15 years.
Industry-leading security and fraud management

Leverage the same technology used by the world's leading financial institutions, protect customer information and access real-time data to help identify fraud.

Data to drive personalized service

01

Increase loyalty and satisfaction with an unparalleled blended data environment for any application.

02

Improve decision speed and develop tailored customer experiences based on up-to-date consumer financial data.

03

Reduce the risk of error and provide a better client experience with 95% coverage and an industry best-in-class 98% success rate.

04

Get a holistic, end-to-end view of clients’ finances with extensive account type coverage.

05

Attack fraud with insight into real-time account data and balance verifications

Learn more from client stories

Abstract Folds

Abstract Folds

DECISIONLOGIC

Using data aggregation to facilitate real-time account verification

Download client story

When you have customers online who need a financial decision, data accuracy and technology that works in real-time is paramount.

David Evans

President and CEO
DecisionLogic

Use Cases

Learn about our data aggregation capabilities

AllData Aggregation

Real-time API that delivers actionable consumer data from over 20 million daily imported transactions.

VerifyNow^TM

A solution to reduce fraud by verifying bank account ownership, status and consumer identity in real-time.

AllData Connect

A secure portal where customers can consent to share their financial data for third-party application activity.

AllData PFM

A complete view of consumer finances across all online accounts at multiple financial institutions.

Discover insights related to data aggregation for wealth management

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Data aggregation: reliability, security and connections

Explore how to secure access to 18,000 consumer financial data sources to enable faster, more accurate decision making.

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Data aggregation enhances financial well-being

See how consumers and businesses can use data to promote financial wellness.

Do Not Sell My Personal Data