📤
Manual Data Import
CSV and Excel file import for portfolio data, transaction history, and financial records
Active
🏦
Bank Account Linking
Secure integration with major banks for real-time account balances and transaction feeds
Active
🏢
Custodian Connections
Direct data feeds from major custodians including Schwab, Fidelity, and Goldman Sachs
Beta
📈
Market Data Integration
Real-time pricing for public securities, bonds, and alternative investments
Active
📄
Document Upload
Secure upload and AI-powered processing of investment documents and financial statements
Active
🔌
Third-Party Integrations
Comprehensive integration suite including accounting, CRM, calendar, and cloud storage platforms
Active