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Setup in under 5 minutes
Secure data architecture
Auto Export 401k Focus - Participant data to Excel
Every 10 Minutes, Hourly, Daily, Weekly
Full DatasetsData IntegrationFlat files
Flatly uses Plaid to connect to over 10,000 financial institutions in the US and Canada.
Export and sync comprehensive 401k Focus - Participant datasets to Excel XLSX files in cloud drives which may be auto-synced to any desktop or device.