XData

Brochure (PDF)

The web offers a wealth of information that can be used to analyze the portfolios that you manage. The challenge has been to find an efficient way to access that data and integrate it with the accounts on your accounting system. The XData utility has been created to assist firms in this process.

XData can help update:

• Security Information
• Dividend Data
• Balance Sheet Data
• Profitability Data
• Share Information
• Valuation Measures
• Income Statement Data
• Stock Price Data

XData allows you to track security data from an easy to use and customizable interface.

If you are interested in XData, please contact Michael Herrera at mherrera@cssi.org or 610-992-9287.

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