Import Data Easily and Efficiently

The Data Link Module and its various available interfaces provide the ability to import acquisition, new customer conversion, and disposition data from spreadsheets as well as data from third-party vendors. 

Functionality provided by the Data Link Module interfaces to third party data vendors requires a license from the selected vendor and the data provided is dependent upon the vendor‘s business policies.

sample analytics reports

Data Link Module Interfaces

CUSIP Builder Interface

The CUSIP Builder Interface connects to either Bloomberg Data License and Interactive Data Corporation “Remote Plus” to retrieve data needed to build CUSIP-descriptive information for positions..

Monthly Interface

The Data Update Interface connects to either Bloomberg Data License and Interactive Data Corporation “Remote Plus” to retrieve updates to factors, rates, market prices, etc.

Available Data Vendors

  • Bloomberg Data License
  • IDC "Remote Plus"
  • YieldBook (in development)

 

Back to Additional Modules