Are there plans to add a feed for equities, to have up todate valuations on clients holdings ( Barclays, Lloyds etc), which would be a benefit for clients if they have the portal. We had a feed with IO which was helpful to clients and advisers when completing reviews. I know there is extra work to be done when loading the individual equities but the benefits outweigh the extra work to find the ISIN and Sedol information.
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Accepting Feedback
Feature Request
Integration
Over 1 year ago

Celia Palmer
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Accepting Feedback
Feature Request
Integration
Over 1 year ago

Celia Palmer
Get notified by email when there are changes.