Yes, in addition to publishing your firm’s data to our integration partners, we can also provide your firm with the raw files via SFTP. If you would like to receive the raw files please contact us at firstname.lastname@example.org*.
Articles in this section
- Can my firm access our raw data feed?
- How long does it take to enable my data feed?
- How do I get my data into my portfolio management system?
- How do I get my data into my financial planning tool?
- What data do you provide in your feed to portfolio management systems?
- Do you integrate with portfolio management systems?
- Do you integrate with any CRMs?
- Do you integrate with any financial planning tools?
- How do clients automatically import their tax information into tax preparation software?
- My clients’ tax preparation software has a limit on the number of transactions it supports. How can I use it to report all transactions?