Direct Interfaces

Expand the Power of Your Firm's Technology

PortfolioCenter interfaces directly with more than 40 brokerage firms, custodians and mutual fund companies, so you can import client information electronically. Automate the update of client portfolios with the latest available trades, income, cash flows and prices with a few simple keystrokes. Many interfaces also provide client name and address information.

The interfaces currently available* for PortfolioCenter include these popular providers:

And these other commonly used data sources:

* Please note that not all accounts from the custodians listed above are compatible with the file format that can be read by PortfolioCenter. Access is determined by the custodian who is sending the file. For example, a custodian might provide files for their institutional clients and not their retail clients.

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.
This website is for investment professionals only. It is not intended for private investors. Private investors who are interested in our investment services should contact a financial professional.
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