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Do you need access to portfolio data from a financial institution or accounting 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 to over 100 financial institutions' platforms. Authorization from the owner of the portfolio(s) is required. An Investics service representative will assist with confirming autorization.
An interactive dashboard with a limited sample data set is provided below to interact with an example of the content. Depending on your device you may need to zoom in/out on your browser. Click and maximize visuals for full view or maximize entire dashboard into a new tab for best view. Click on visuals and then click to scroll up/down and right/left to view an entire table. Click on controls, graph segments or table rows to filter. Click again or on menu funnel icons to remove filter(s). Download the underlying data for further analysis, if enabled. Please note that this dashboard contains test data for demonstration purposes only and it is not representative of a full offering. It also should not be used for any other purpose. To check on the availability of a full free trial of a DARTS offering, a list of all publicly available Investics offerings is available in AWS Marketplace or by clicking here.