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: 11-27-2024
Account
Format: NNNNNNNN (8),XNNNNNNNN (9),NNNNNNNNNN (10),NNNNNNNNNNN (11),N/NNNNNN/NNN (12),NNANNNNNNNNN (12),NNNNNNNNNNNNNNN (15),NNNAAAXNNNNNNNNN (16)
Divisions/account types (supported)
Brokerage
Countries
Feed covers entire EMEA (Europe, Middle East, Africa) region.
