Our applications are designed to integrate with many widely used industry systems.
As your service partner, we recognize your existing investment in technology and systems and the importance of compatibility.
We provide integrated and secure web-based reporting through our Report Data Repository. All reports are exportable in Excel, PDF, and CSV formats, providing you with the added flexibility to customize and download into a variety of portfolio management or accounting systems, and customize the data as needed.
TD File Cabinet is a web-based utility allowing you to easily download your daily trade, account, and security pricing information into your internal portfolio management system.
Other interfaces have been created with a number of leading portfolio management systems, offering easy access to client data.
