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    • Portfolio Data Feeds

      Securely deliver your client's financial data directly to their portfolio.

      Arrow Right
    • Market Data Feeds

      Benchmark your clients' portfolios against relevant third-party data.

      Arrow Right
    • Integrations

      Scale your business by streamlining workflows and adding new capabilities.

      Arrow Right
    • Services & Consultants

      Enlist services from our growing ecosystem of best-in-class consultants.

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Portfolio Data Feeds

Securely deliver your client's financial data directly to their portfolio.

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UBS Europe SE, Luxembourg Branch (UBS PSN)

Custodian

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Sarasin & Partners

Custodian

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UBS AG Hong Kong/Singapore Branch (UBS PSN)

Custodian

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Stenham Asset Management

Custodian

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Canaccord Genuity Wealth Management

Custodian

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Valores Mexicanos Casa de Bolsa

Custodian

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US

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Valley National Bancorp

Banking

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Diversified Trust

Trust

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Johnson Bank

Trust

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Allaria Securities

Custodian

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Bank of Oklahoma GlobalPlus

Trust

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WSFS Financial Corp

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