Technology Solutions

The Index Protector 7 can be displayed on many popular fee-based platforms that are used for portfolio management, reporting and billing. Great American’s data can also be displayed within various Turnkey Asset Management Programs (TAMPs).

In addition to the platforms listed below, we've partnered with the industry-leading account aggregation service, Quovo, to create a seamless integration with several other popular platforms. Contact us for a list of Additional Platforms powered by Quovo.

Portfolio Management, Performance and Reporting
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Orion
PortfolioCenter
Tamarac
Albridge
Financial Planning
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eMoney
TAMP (Turnkey Asset Management Program)
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Envestnet
Account Aggregation
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Morningstar
DTCC
Custodian
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Trade PMR
Additional Platforms powered by Quovo
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Quovo

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