We call our integrations with both aggregation tools and custodians “Account Feeds”.
An account feed sends account information once a day, allowing you to find important account information associated with the contact in their Accounts area.
With that information in the system you have the ability to better utilize Portfolio Analysis, Investment Research and Financial Planning tools.
Available Custodians and Aggregation tools include:
Fidelity Wealthscape - NFS
Schwab Portfolio Center
TD Veo One
Morningstar Office Cloud