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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.

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      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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Outside US

58 results

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Aviso Wealth

Custodian

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Banco Itau (US)

Custodian

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Banco Santander Private Bank Suisse

Custodian

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Bank J. Safra Sarasin

Custodian

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Bank of Nova Scotia

Banking

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Bank of Singapore (SG)

Custodian

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Bank Vontobel AG (CH)

Custodian

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Banque Pictet & Cie (EMEA, ASIA, BS)

Custodian

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Barclays Private Bank & Wealth Management (UK,JE, IE)

Custodian

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Barclays Private Bank & Wealth Management Suisse

Custodian

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Barclays Private Banking

Banking

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BMO Global Asset Management

Trust

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BMO Investorline

Custodian

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BMO Nesbitt Burns

Custodian

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BMO Prime Brokerage

Custodian

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BMO Private Banking

Custodian

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BNY Mellon Global Securities Processing

Custodian

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Canaccord Financial

Custodian

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