Historical Performance Data - Back Office Solution

Symmetry will port your transaction history from an outside provider into our system.   Our approved list of outside providers includes: 

• Addepar 
• Morningstar
• Advent 
• Portfolio Center
• Black Diamond
• TPX
• Captools 
• Envestnet
• dbCams 
• Custodian files (TD, Schwab, Fidelity etc.)

The historical data takes approximately 90-120 days to convert.