Portfolio Management Solutions
TD AMERITRADE interfaces directly with many portfolio management systems, including:
  • Advent AXYS, Advent Software, Inc.
  • Advisors Assistant
  • Albridge Solutions
  • AssetBook™, Major Technology Resources, Inc.
  • Black Diamond Performance Reporting™
  • BridgePortfolio
  • Bullrun Financial
  • CAPTOOL® Professional Investor, CAPTOOLS, Inc.
  • CENTERPIECE® Performance Technologies
  • Charlotte®, SunGard Asset Management Systems
  • Cornerstone PowerAdvisor™ (formerly known as Cornerstone PowerBroker™), Cornerstone Revolutions, Inc.
  • dbCAMS+, Financial Computer Support, Inc.
  • eWebPortfolio
  • EZ-Data
  • Financial Information Network (FIN)
  • Fund Manager Advisor
  • IAS, Interactive Advisory Software, LLC
  • Investigo®
  • Investment Scorecard, Inc.
  • National Datamax
  • Orion Advisor Services, LLC
  • Portfolio Director, Portfolio Systems, Inc.
  • Security APL
  • TechFi, Portfolio 2001
Third-party information and services are deemed reliable, however TD AMERITRADE does not guarantee their accuracy or completeness and makes no warranties with respect to results obtained from their use.