Advisor and client portals
Over 11,000 data connections
Integrated with more than 20 popular software systems
Enhanced position and transaction level data for importing into portfolio management software
We are passionate about account aggregation, and determined to help you grow your business. Whether you are looking for a simple portal for you and your clients to view account details or if you require data integrated with other software systems, we’ve got exactly what you need.
No Setup Fee
$750 - One-time setup fee
$200 - One-time setup fee