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INTEGRATION RELATIONSHIPS

TD Ameritrade

iRebal is a multi-custodian trade order management system that does across account rebalancing and cash management. It interfaces with multiple custodians and is a client server application.

We "play well" with these other software programs . . .

 



PORTFOLIO MANAGEMENT,
REPORTING, AND BACK OFFICE
INTEGRATIONS
Integration




PORTFOLIO MANAGEMENT,
REPORTING, AND BACK OFFICE
INTEGRATIONS
Integration






Advent Axys
Charles Schwab
Fidelity
Pershing
National Advisors Trust Co.
SEI
State Bank
TD Ameritrade