Easy point and click
Setup in under 5 minutes
Secure data architecture
Auto Export Cetera Advisor Network - Client data to Power BI
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 Cetera Advisor Network - Client datasets to Excel Online XLSX or CSV files in OneDrive for Business folders on a recurring, automatic basis. Historical data is included. Connect to Power BI via OneDrive.