STM Import and Export functionality
STM can import transactions and balances from a large number of sources including:
- Contract notes from all major stock brokers (more than 20 are supported at the time
of writing)
- Transaction data files, and holdings statements provided by brokers
- PAM
- HiPortfolio
- BGL
- Solution 6
- Customisable imports are available to import data from Excel spreadsheets and other sources
Using
Straight Through Processing, most imports and exports can be scheduled to
run at any time. Imports can also be configured to load directly from emails.
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