Normalized and enriched, multi-custodial client and investment account data from many of the largest financial institutions. Direct access to more than 900+ data sources from custodians, back office providers, broker-dealers, correspondent
clearing firms, prime brokers, banks, insurance carriers, asset managers, retirement plan providers, 401(k) recordkeepers, and more. Multi-custodian data aggregation offers a “single source of truth” – no screen scraping or data manipulation.