Our sales executives are familar with the target system you selected and are standing by to provide you with a quote for delivering positions, transactions and balances to your target system on a daily basis.

The cost of our services will reflect your account and financial institution usage to scale with your business.  These annual subscription costs include AccountView and Custodial Integrator software and are based on the number of accounts being aggregated and the number of sources being aggregated from.

Request a quote:






Or, use our calendaring app to schedule a phone consultation with us  at your convenience or call sales directly at 781-376-0801 (option 2).

Corporate Office

10 State Street
Woburn, MA 01801-6820 USA

Tel: +1.781.376.0801
Fax: +1.781.376.8040

To Contact Sales
Option #2

To Contact Support
Option #1