ATOM ALIGN easily connects with the leading portfolio accounting systems, custodial platforms, and executing brokers.

Data Integration

Advent Back-Office Administration
Addepar
Axys, APX, Outsourced
AssetBook
Back Office Support Services
Advent Black Diamond
Bridge Portfolio
Fee-Based Tools
Morningstar Office
Orion Advisor Services
PortfolioCenter
Charlotte

Custodian / Clearing Firm Integration

Charles Schwab Institutional
Fee-Based Tools
Fidelity Institutional Wealth Services
Pershing
Connect electronically to over 400 Brokers / Custodians
TD Ameritrade Institutional

Market Data / Electronic Trading

SunGard Global Network for Securities
Wolverine Execution Services
Xignite