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Fintech Integration Marketplace / Wealth Management / Portfolio Reporting

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Accusource

When you co-source with Accusource you will not only save time but also get the peace of mind that comes with the accuracy and security of your data. Accusource partners with firms such as RIAs, hedge funds, family offices or asset managers to support data processing, performance and reporting needs. If you are working with another system other than Axys or APX, no need to worry. We can still help your company as we work with many systems.

Website

https://www.accusourcellc.com/

Contacts

info@accusourcellc.com

https://www.linkedin.com/company/accusource-llc/

Accusource
  • Back-Office Reconciliation
  • Performance Validation
  • Statement Digitization
  • Staff Augmentation
Accusource

Companies that integrate with Accusource

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

BlazePortfolio
BlazePortfolio
BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker dealers, family offices, and industry partners.
#Rebalancing #Risk Profiling #Trading

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Open to forming a new partnership? Contact api@insart.com and we’ll help you facilitate integrations that will grow your business.

Accusource

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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.