Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.
PortfolioCenter is a networked application built on the Microsoft SQL Server database platform that runs in a variety of different configurations.
PortfolioCenter interfaces directly with more than 40 brokerage firms, custodians and mutual fund companies, so you can import client information electronically. Automate the update of client portfolios with the latest available trades, income, cash flows and prices with a few simple keystrokes.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.