Follow

Portfolio Management and Custodians

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: 

Custodians

Fidelity

Fidelity Wealthscape - NFS

Schwab Portfolio Center

TD Ameritrade

TD Veo One

TD Veo

TradePMR

Portfolio Management

Aegon TFA

Albridge Solutions 

Aqumulate

Assetbook

Betterment

Black Diamond

Blueleaf

BOSS

Bridge Portfolio 

Broadridge

ByAllAccounts 

Envestnet

Morningstar EDM

Morningstar Office

Morningstar Office Cloud

Orion

Portfolio Pathway

Raymond James

Securities America

SEI

TCA by Etrade

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk