We call our integrations with both portfolio management 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 Risk Analysis, Investment Research and Financial Planning tools.
Available Custodians and Portfolio Management tools include:
Fidelity Wealthscape - NFS
Schwab Portfolio Center
TD Veo One
E*TRADE Advisor Services
Morningstar Office Cloud