Custodian Data Feeds

Our direct links with custodians minimize time-consuming data entry and reconciliation errors to deliver greater accuracy and operational efficiency.

  • Save time with automated processes that take the pain out of aggregating and reconciling data
  • Improve the quality of data input by minimizing human error
  • Dramatically increase the speed of bringing data into FundCount: the processing, transformation and booking of thousands of records runs in seconds
  • Reduce time-to-market for popular brokers to close to zero

FundCount integrates with many custodians, including:

Charles Schwab

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Bank of America Merrill Lynch

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Wells Fargo

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