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Fund Investment Tool (FIT)

Fund Investment Tool (FIT)

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How can we improve the Fund Investment Tool?

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1 result found

  1. Link to investment accounts

    Provide an addition to FIT to link to investment accounts (Pershing, Schwab, etc) to download investment data in to FIT allowing automation in processing. The automation could be daily or monthly depending on the entity and how often they wished for their fund balances to be updated.

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    0 comments  ·  Income Allocation  ·  Admin →
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