Portal+ Integrations

Portal+ is meant to integrate your data with all your daily needs whether it be for a trading, modeling, CRM, or billing system. Portal+ has a number of integrations that can be turned on by contacting support. If the integration is not currently developed, send us the file formats or APS’s and CSSI can discuss timing and possible cost of providing the integration.

Use Cases:

• Advisor wants to feed their data to other systems for trading, CRM, or financial planning systems.
  • Portal+’s data can be pushed to other systems as easily as pushing a button. There are two types of integration – export/import and syncing. Each integration is different, but CSSI’s development group can work side by side with your vendor partner to put the best solution in place.
• Advisor changes their portfolio management system and doesn’t want to impact their customers or internal staff.
  • Portal+ is unique in that it is portfolio system agnostic and you can aggregate data from multiple instances into one Portal+ instance. Portal+ allows you to change your backend while not affecting your daily operations.

Features:

• Input
  • CSSI’s Cygem Portfolio Management System
  • Advents APX
  • Advents Axys
  • Telemet Reference Data with Telemet Datalink subscription
• Outputs
  • Bloomberg Trading System
  • FT Flyer
  • Blaze
  • Standard CRM Data