Partners

We partner with finance industry leaders. Access award-winning portfolio performance and tax reporting by joining our fast-growing ecosystem.



Data Providers



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Morningstar

Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

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FactSet

FactSet provides financial data to global financial institutions.

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ASX

ASX operates Australia's primary securities exchange, the Australian Securities Exchange.

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Cboe Australia

Cboe Australia (previously Chi-X Australia) is part of global exchange operator Cboe Global Markets.

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Computershare

Computershare provides stock registration and investor services.

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Fundata

Fundata provides information on Canadian investment funds.

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Macquarie

Macquarie is a leading provider of financial, advisory, investment and funds management services.

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NZX

NZX operates New Zealand’s only registered national stock exchange.

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Open Exchange Rates

Open Exchange Rates provides forex rates for worldwide and digital currencies.

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Xignite

Xignite is a leading provider of on-demand financial market data.

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