Smart Feeder Data Flow Platform
Move financial data with intelligent monitoring and enhancement.
Rules-based intelligent movement of financial data
Poor custodial data quality can decrease efficiency in the critical morning reconciliation period when minutes matter. Smart Feeder can alleviate that pain by extracting, transforming, and loading your custodial data sources using custom rules and logic you design to meet your custodial data customization and formatting needs.
- Advent Axys®/APX® Interfaces
- Process thousands of transactions daily while meeting all of your trade ready reconciliation requirements
- Rules-Based data transformation and customization
- Pre-Loaded robust custodial data translated into a blotter format for output and ingestion using it’s custom rules interface and Smart Blotter utility.
- As our data specialist create new rules with additional interfaces, we share them with our community of users
- Positions, transactions, files, prices, securities, clients/accounts, balances, income, & cost basis data
- Data source collection, consolidation, normalization, cleansing, import/export, translation, & posting
- Trade Date and Settlement Date
- Data acquisition, downloads, mapping, formatting, processing, downstream delivery, & distribution
- Schwab Custodial Data Rules Interface
