Schwab Custodial Interface for APX® / Axys®
BaySys has developed an interface that utilizes the rich and robust data derived from the Schwab Download Data that is available to all Advisors with accounts custodied at Schwab. Our interface provides several benefits over other interfaces:
- Up to 60% less costly
- Contains ‘Current Face’ information on Mortgage Backed Assets
- Can track balances in Schwab’s Bank Account
- Can track / reconcile mutual funds and other assets that have quantity precision greater than 3 decimal places
- Translates Transactions, Positions, Security Data, Prices and Cost Basis Data into APX® / Axys®
Contact BaySys to find out additional information on how your firm can save money AND get higher quality Schwab data.