Set up electronic data feeds to your financial planning software to seamlessly maintain client balance and transaction records.
AMM currently data feed a number of financial planning software providers. Compatibility with additional software providers and platforms are in development. To set up any of the data feeds listed below please contact AMM.
Who does AMM data feed to?
Who do the CMA providers data feed to?
Our Cash Management Account providers also data feed our software partners as per the following table.
View Table CMA Provider Data Feed Options
FAQ's
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How do I get on to the data feed?
The setup for each data feed depends on the financial planning software provider or platform. Find out more on how to set up the feeds for each provider and platform.
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What do I do if I'm missing a transaction?
This varies for each data feed provider. You will need to contact us directly to discuss how to address this depending on the provider that you use.
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What if I want to setup a data feed that is not currently on your list?
Contact us and we will see whether it is possible. Depending on demand from clients, we are happy to look at setting up additional feeds on request.
