While our system currently has integrations with the following application providers, we can work with most any system provider.
CustodiansWe can work with almost any custodian. Contact a sales consultant for details.
Portfolio Management, Reporting and Back-Office
- Advent - Axys and APX(Compatible up to version 3.8)
- Advent OnDemand (ABOS)
- CheckFree - CheckFree APL
- Schwab Performance Technology - Portfolio Center
- Morningstar Office
Other Advisor Services
Back-Office Service Providers
IndexesUpload or create your own blended indexes.
- Barclays Capital
- Merrill Lynch
- Standard & Poor's