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Account Aggregators and Custodians

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: 

Custodians

Fidelity 

Fidelity Wealthscape - NFS

Schwab Portfolio Center 

Scotttrade 

TD Ameritrade 

TradePMR 

Data Aggregation

Aegon TFA

Albridge Solutions 

Aqumulate 

Assetbook 

Black Diamond

Blueleaf 

BOSS 

Bridge Portfolio 

ByAllAccounts 

Investigo 

Morningstar EDM

Morningstar Office

Orion 

Portfolio Pathway 

Raymond James 

Securities America

SEI 

TCA 

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