Custodial Data Integration passPort allows you to convert and transfer the data from one portfolio management system to another. Mapping allows you to specify the source and location of your data. You can transfer security, accounts or prices easily between the following applications:

  • Portfolio Center®
  • Portfolio Director®
  • Advent Axys®

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


Download transactions into Advent Axys®, Schwab PortfolioCenter® for held away accounts

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