A Wealth of Investment Insights

Enable more holistic financial planning and advice with a consolidated view of active investments like stocks, bonds, mutual funds, 401(k)s, 529s and HSAs. Drill down to see the details on individual holdings with just a few clicks.

Key Benefits

With the most accurate, clearest view of investors' portfolios, financial advisors are optimally positioned to deliver the best and most strategic financial planning and advice.

Holistic Picture

Access to over 17,000 global financial data sites eliminates blind spots in investors' portfolios.

Streamlined Customer Onboarding

Linking investment accounts for a consolidated view is simple, secure, and seamless with FastLink for Data Aggregation.

Intelligent Insights

The most comprehensive and accurate data powers more accurate projections and more informed advice and recommendations.

Detailed Asset Views

Individual holdings can be viewed by sector or asset class for easy analysis of risk/return data.

Wide Range of Account Types

Since every portfolio varies, we connect to multiple account types, including brokerage, retirement, and custodial.

Reconciliation Services

Our market leading reconciliation accuracy beats the market by a minimum of 15%.