Expanding Institutional Support & Connectivity

To further our mission of Intelligent Portfolio Monitoring & Analytics, we are actively expanding our connectivity framework to include a wider range of major US financial institutions.

We are developing integrations intended to support top-tier brokerages and banks; such as Fidelity, Charles Schwab, Vanguard, E*TRADE, Robinhood, Chase, Empower, Public, Bank of America and many more.*

By expanding our network, we aim to simplify data from your preferred sources, helping you consolidate your investment financial overview into one intelligent, unified view.

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