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

Axos Advisor Services

Fidelity

Fidelity Institutional^® for Clearing 

Fidelity Institutional® for Custody

Tamarac Portfolio Center

TD Ameritrade

TD Veo One

TradePMR

Portfolio Management

Advent Black Diamond

Aegon TFA

Albridge Solutions 

Aqumulate

Assetbook

Betterment

Blueleaf

BOSS

Broadridge

ByAllAccounts 

CircleBlack

Envestnet

Infovisa MAUI

Morningstar EDM

Morningstar Office

Morningstar Office Cloud

Ndex

Orion

Portfolio Pathway

Raymond James

Securities America

SEI (Account Feed)

SEI (Digital Account Opening)