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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.  To learn more about subscribing to one of these data services, please click on one of the DARTS links above.

 

Investics DARTS Portfolio Holdings

This portfolio holdings data service can be paired with its sister transaction data service to provide the complete accounting book of record picture.  Subscription information can be found at:  Coming Soon

To subscribe to this Investics DARTS data service, please click here:  Coming Soon.   

 

Investics DARTS Portfolio Transactions

This portfolio transaction data service can be paired with a similar holdings data service to provide the complete accounting book of record picture.  This holdings data service can be found above or by clicking on this link:  Investics DARTS Portfolio Holdings

Click on the thumbnail to the left to see a live interactive sample dashboard with a demo set of portfolio data.  To subscribe to this Investics DARTS data service, please click here:  Coming Soon.   

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