keyPort

keyPort

keyPort - Price Data Management At the end of every market session, a price file for that date is generated with all the prices of all securities. It can become difficult to track those prices and keyPort streamlines that process.

Features include:

  • keyPort extracts data from a price file and researches it for all securities
  • Users can add prices to Axys files and delete or modify them as needed
  • keyPort allows users to copy prices from one security to another within seconds
  • Viewing dividends of securities is much easier

Current Integrations keyPort is currently integrated with Advent Axys®, Advent APX® and Schwab PortfolioCenter®. If you are interested in keyPort and have a different portfolio management software application please inquire as we will always consider other integrations.

Overview

Find and update missing asset prices in Schwab PortfolioCenter®, Advent APX®, Advent Axys®




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