Data Services

Interfaces from data-service providers reduce your administrative burden and enhance data integrity. Streamline your access to accurate and timely data to power the decision-support tools and robust reporting in PortfolioCenter®.

• PortfolioCenter interfaces directly with more than 40 brokerage firms, custodians and mutual fund companies, including Charles Schwab, so you can import client information electronically.
• You may have a few accounts custodied at a variety of firms and benefit from an interface to a data aggregator.
• PortfolioCenter interfaces with market data providers to automate the import of securities pricing, reference and index data.

Disclaimer: We are committed to ensuring that our products integrate with third-party providers. You should evaluate each provider to determine if their product or service meets your business needs. The products and services presented in this section describe solutions provided by independent suppliers. The information is available here to help educate you.