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better software since 1999
better software since 1999
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Data aggregation solution that collects client information to provide insights into cash flows and calculating performance returns.
Provider
Morningstar
Located In
United States
Open API
Yes
Deployment
Cloud, SaaS, Web-Based
Support
FAQs/Forum, Knowledge Base, Phone Support, Email/Help Desk
Financial reporting tool that helps investment firms and financial institutions aggregate data from multiple sources and gaining visibility into client holdings, returns, and dividends.
Content Source: ByAllAccounts
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