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  1. Client Manager
  2. Datafeeds
  3. Investment Datafeeds

Investment Datafeeds

Our Investment Datafeeds allow our adviser users to automatically feed in their client account details, underlying assets, transaction data, and balances to their client records in Client Manager.

  • List of Investment Datafeed Providers
  • Direct Investment Datafeed Configuration Instructions
  • How to Map an Investment Datafeed Account