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).

If you don't see a platform listed below please contact us.

Portfolio Management, Performance and Reporting
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Orion
Tamarac
Albridge
jaccomo
Financial Planning
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eMoney
TAMP (Turnkey Asset Management Program)
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Envestnet
Account Aggregation
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Quovo
DTCC
DST FAN Mail
Morningstar ByAllAccounts
Custodian
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Trade PMR
Additional Platforms through DST FAN Mail
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Black Diamond
PortfolioCenter
Morningstar Principia CAMS
Advyzon
Addepar
Advisors Assistant
AssetBook
Broadridge
FinFolio
Fusion Advisor
IAS
Investigo
PortfolioPathway
Additional Platforms through DST Vision
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Blueleaf

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