Easy

Easy point and click

Fast

Setup in under 5 minutes

Secure

Secure data architecture

Penn Mutual

Penn Mutual Integration

One way sync
Banking
Plaid (OAuth)

Datasets

Balances

Identity

Income

InvestmentHoldings

InvestmentTransactions-All

InvestmentTransactions-Last30

InvestmentTransactions-Last365

InvestmentTransactions-Last60

InvestmentTransactions-Last90

Transactions-All

Transactions-Last30days

Transactions-Last365days

Transactions-Last60days

Transactions-Last90days

Auto export Penn Mutual data to OneDrive for Business

Every 10 Minutes, Hourly, Daily, Weekly


Full DatasetsData IntegrationFlat files

The Penn Mutual Life Insurance Company commonly referred to as Penn Mutual was founded in Philadelphia Pennsylvania in 1847.

OneDrive for Business

Export and sync comprehensive Penn Mutual datasets to Excel Online XLSX or CSV files in OneDrive for Business folders on a recurring, automatic basis. Historical data is included. Connect to PowerBI via OneDrive or Excel Online.

OneDrive for Business

External Resources about OneDrive for Business:

Wikipedia

Capterra

G2

GetApp