A solution that delivers flexibility and choice
For over 20 years, we've been committed to building a flexible platform that enables you to work easily with multiple custodians and other partners so you can meet your clients' needs.
PortfolioServices integrates seamlessly with thousands of financial institutions as well as other third-party solutions, enabling you to import and export data to get a complete picture of your clients' investments, regardless of where assets are held.
Easy Data Imports and Exports
We bring together data from:
- Thousands of custodians, broker-dealers and financial institutions
- Held-away accounts at 401(k) providers, banks and trusts
We help you integrate data into spreadsheets and third-party applications including:
- Rebalancing solutions
- Investment research and analytics tools
- Customer relationship management solutions