Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Cetera Advisor Network - Client Integration

One way sync
Banking
Plaid (OAuth)

Datasets

Balances

InvestmentHoldings

InvestmentHoldings+RealtimeStocks

InvestmentTransactions-All

InvestmentTransactions-Last30

InvestmentTransactions-Last365

InvestmentTransactions-Last60

InvestmentTransactions-Last90

Transactions-All

Transactions-Last30days

Transactions-Last365days

Transactions-Last60days

Transactions-Last90days

Connect Cetera Advisor Network - Client data to CSV

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.

CSV

Export and sync comprehensive Cetera Advisor Network - Client datasets to CSV files in cloud storage.

CSV

External Resources about CSV files:

CSV File by Atif Arshad from the Noun Project