Yes, we currently integrate with Orion and BlackDiamond.
Our integrations with portfolio management systems are at the firm level, and include detailed account information for all clients across the firm, such as tax lots and cost basis.
Yes, we currently integrate with Orion and BlackDiamond.
Our integrations with portfolio management systems are at the firm level, and include detailed account information for all clients across the firm, such as tax lots and cost basis.