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.
