Cashflow Insite has integrated with CashEdge AllData Advisor service

I first wrote about Cashflow Insite back in October (scroll down to the ”Tracking Spending” portion of the story). In testing at that time, the site has now fully integrated CashEdge AllData Advisor, a turnkey, web-based, software-as-a-service offering that delivers aggregated data including banking, investment, retirement, insurance, credit card, mortgages and annuities from more than 10,000 sources. To refresh everyone's memory, Cashflow Insite is an online tool that provides a mechanism for advisers to collaborate with clients on financial planning, at least in terms of their cashflows, by tracking banking and credit card transaction data. Initially setting this up was a more manual process but with the finalized AllData integration the process of transaction downloads is now automated. Cashflow Insite is owned by Neuralus Inc. which also integrates its classification technology for categorizing transactions automatically on upload. There is a free 30-day trial and a subscription thereafter remains $45 per month. CRM provider Redtail Technology also recently integrated the AllData service as well. For more information visit Cashflow Insite or Neuralus Related stories: News from the account aggregation front, Financial advisers sing the praises of account aggregation services, Account Aggregation Vendors – A Quick Guide