Data Sources

SBOS supports data feeds to consolidate data from third party sources such as DST and DTCC(NSCC).  

We also take custom data feeds directly from clearing firms like Pershing and National Financial, insurance carriers, custodians and product sponsors.  Advisor and Branch information can be directly imported from FINRA.


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COR (Legent)

DST

DTCC(NSCC)

First Southwest

Fiserv

LPL Financial

Mesirow Financial

National Financial

Pershing

Raymond James

RBC Dain

Sterne Agee

DAZL

First Clearing

Fidelity