Manual data collection and entry has long been a costly but necessary practice. Now you can put this time to better use with TotalView XportPro.

TotalView XportPro is a cutting-edge solution that exports your clients’ aggregated data into various third party applications that you use to run your business. Whether you need data pushed into rebalancing tools, financial planning software, CRM or spreadsheets, TotalView XportPro is an efficient, time-saving solution that will take your practice to the next level.

TotalView XportPro normalizes and enhances your clients’ data to a common format, and then feeds the data into the third party applications that you have deployed in your office. An easy to use interface permits you to select which clients and accounts you want included in our nightly or on-demand exports. You set the export parameters once, and TotalView XportPro does the rest. With this infrastructure in place you will have more time to spend working directly with clients.

Key Features:

• Easy setup
• Seamless integration into widely used technology applications
• Balances, positions and transactions updated daily
• Fully automated nightly exports
• Select clients and/or institutions to be included in exports
• Retrieve historical data files on demand

Key Benefits:

• Increase efficiency by eliminating much of the manual data collection you and your staff currently spend time doing.
• Include held-away assets in allocation reports
• Have more time to deal directly with clients
• Allows you to maintain your independence

Click here to view our current data integration partners