Partners

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

Data Providers

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

FactSet provides financial data to global financial institutions.

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

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

Computershare provides stock registration and investor services.

Fundata provides information on Canadian investment funds.

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

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

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

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