CDR FOR TRUSTED ADVISORS

 

Select Professionals Can Access CDR Data By Leveraging Adatree's Unrestricted and Active CDR status

 

 

Consented CDR Data Sharing for Trusted Professionals

Proposed changes to CDR Rules to enable real-time access for 
  • Qualified accountants
  • Persons admitted to the legal profession
  • Registered tax agents, BAS agents and tax (financial) advisers
  • Financial counselling agencies
  • Financial advisers
  • Financial planners
  • Mortgage brokers

Subject to legislative changes, currently in draft

turnkey solutions for trusted advisors

Leverage Adatree's unrestricted accredited and active status to access data
  • Access data via machine-readable API and/or advisor dashboard
  • Data sent to trusted advisor with high security, encrypted in transit
  • Access customer consented data sources in real-time 
  • Automated and immediate access to new data sources

Copy of CDR logo (1)

 

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