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 Tableau

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.

Tableau

Export and sync comprehensive Penn Mutual datasets to Tableau using Google Sheets, Google Cloud Storage or Google Drive as a connector.

Tableau

External Resources about Tableau: