App Collections
TradFi
Installation
The TradFi Collection is automatically installed with each portfolio.
Price
Pricing for use of App with the TradFi Collection (e.g. Plaid) may be found on the App Pricing page.
Functions
The TradFi Collection enables AssetView facilities such as:
- Communicating with financial institutions using Plaid. AssetView only has access to data at financial institutions that you authorize Plaid to use;
- Creating a fixed income coupon schedule and transactions;
- Providing a structure for Private Fund management; and
- Displaying stock graphs.
More Information
For more information, please visit the Plaid Source page.