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

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

FactSet
FactSet provides financial data to global financial institutions.

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

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

Computershare
Computershare provides stock registration and investor services.

Fundata
Fundata provides information on Canadian investment funds.

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

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

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

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