Keeping performance reports up to date is a necessity but when managing a number of portfolios this task can be very time consuming. That is why our fund factsheet tool offers an auto-import feature which allows clients to import financial data directly from brokers and data providers.
We have recently added two new data providers, so you can now easily auto-import performance or other data for your fund tearsheets also from R. J. O’Brien and FCStone.
The full list of supported brokers and data providers now contains:
Leave A Comment