Integration Center
Securely deliver your client's financial data directly to their portfolio.
Benchmark your clients' portfolios against relevant third-party data.
Simplify your workflow, improve communication, and streamline operations.
Enlist services from our growing ecosystem of best-in-class consultants.
Portfolio Data Feeds
Last updated: 11-01-2024
Account
Format: NNNNNNNN (8),N.NNNNN-N (9),NNNNNNN.NNNN (12),NNNNNNNN.NNNN (13)
Divisions/account types (supported)
All countries are eligible for the feed
Countries
Global
Additional requirements
