900+ Wealth Data Sources
Multi-Custodial Data Aggregator for Salesforce FSC
Top Providers Supported:
Schwab Advisor Services (Charles Schwab)
Fidelity Institutional
Pershing Advisor Solutions
Pershing LLC
National Financial Services LLC (NFS)
Apex Clearing Corporation
DST Financial Advisor Network
Interactive Brokers
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Wealth Management Accelerator
Integrate data feeds from #CharlesSchwab, #Fidelity, #Pershing, and hundreds more providers – all in one unified platform with our Multi-Custodial Data Aggregator for #Salesforce Financial Services Cloud, powered by #BridgeFT.
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