Description
Note that Enterprise customers include 1 trading integration free. Enterprise clients and Portfolio Manager licensees can use this to add a new trading integration. Available Trading integrations include:
Portfolio Management Systems:
- Orion
- FinFolio
- Advyzon
- Black Diamond
Custodian Banks / Brokers
- Fidelity
- Interactive Brokers
- APEX
- Tradier
- AlPaca