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  • Browse
    • 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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APAC

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Vontobel Swiss Financial Advisers AG

Other

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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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Saxo Bank

Custodian

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Northern Trust Company

Custodian

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Nixon Peabody

Custodian

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EMEA

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Vontobel Swiss Financial Advisers AG

Other

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Union Bancaire Privée (UBP) AG

Custodian

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UBS Europe SE, Luxembourg Branch (UBS PSN)

Custodian

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UBS AG

Custodian

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Syz Capital AG

Custodian

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StoneX

Custodian

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LATAM

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Vontobel Swiss Financial Advisers AG

Other

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Valores Mexicanos Casa de Bolsa

Custodian

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Valores Bancolombia SA

Custodian

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Stenham Asset Management

Custodian

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Scotia Wealth Management

Custodian

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Nixon Peabody

Custodian

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North America

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Fiduciary Trust International

Trust

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RBC Investor & Treasury Services

Custodian

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my529/Utah Educational Savings Plan

Custodian

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iCapital V2

Alternatives

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Zions Bank

Custodian

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XP Investments

Custodian

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