Portfolios

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Do you need access to portfolio holdings and transaction data from a financial institution, data warehouse or accounting/trading platform?  No matter whether the data is  across multiple custodian banks, fund administrators, investment managers or within portfolio management or accounting systems, you can begin to receive your data in a normalized format across multiple sources on a daily or monthly basis.  Investics provides access to adapters with over 100 financial institutions' platforms.  Authorization from the owner of the portfolio(s) is required.  An Investics service representative will assist with confirming authorization.