Data feeds compatible with your software


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

Take the AMM Tour

Find out more about how the platform works.
Take the AMM tour