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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Data Provider

Morningstar

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

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Data Provider

FactSet

FactSet provides financial data to global financial institutions.

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Data Provider

ASX

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

logo - Cboe Australia
Data Provider

Cboe Australia

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

logo - Computershare (white)
Data Provider

Computershare

Computershare provides stock registration and investor services.

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Data Provider

Fundata

Fundata provides information on Canadian investment funds.

logo - Macquarie
Data Provider

Macquarie

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

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Data Provider

NZX

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

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Data Provider

Open Exchange Rates

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

logo - xignite (white)
Data Provider

Xignite

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