ThetaRay Integrations

Microsoft 365 (formerly Microsoft Office 365) is now available. Outlook, OneDrive and Excel, Word, PowerPoint, Excel, PowerPoint and OneNote allow you to be more creative and achieve the things that matter with Microsoft 365 (formerly Microsoft Office 365). You get the latest Office apps, both online and desktop, when you subscribe to Microsoft 365. You can access Office apps on your desktop, tablet, and phone. * Microsoft 365 + your device + Internet = productivity wherever and whenever you are. OneDrive makes it easy to access the work you have done from anywhere, and to others when you share or collaborate. There is help at every turn. Chat, email, or call to speak with a live person. Get Office today - choose the right option for you

Online bookkeeping for all your business needs. Decimal is an online bookkeeping service for small businesses. Bookkeeping is one of the least enjoyable parts of running a business. Let's get it out of your hands. You'll never have to worry about bookkeeping again. Choose the plan that suits you best. We'll pair you up with one of our in-house accountants and get started. Securely connect to your bank accounts, credit card, and other apps such as Paypal, Square and others, to send data automatically to your bookkeeping staff. Your accounting team will continue to ensure that your financials, payroll, and taxes are filed. You can do more of what makes you happy. We combined the best of technology with human touch to create a unique online bookkeeping experience. You can contact a real accountant via email, text, or phone with the Decimal app.

The Compliance Suite platform is a powerful and flexible technology solution that aids in the preparation and submission for the Securities and Exchange Commission's forms N-PORT, N-CEN and N-MFP. It also assists with other regulatory filing requirements such as Annex IV of AIFMD and CFTC and NFA Form PQR. It provides robust risk management, performance monitoring, pipeline and relationship tracking, as well as robust risk management. This easy-to-use, scalable solution is intuitive and simple to use. It also allows for the flexibility necessary to adapt to today's changing regulatory, business, and risk landscapes. The user-definable architecture of Compliance Suite allows it to be used for other value-added purposes beyond regulatory filing. Data repository for investor reporting and internal risk management. Features user-definable dashboard and fund performance charting functionality.

EY Nexus for Wealth and Asset Management (WAM) is a business-transformation platform that accelerates innovations, unlocks value within ecosystems and powers frictionless experiences for customers. It helps you to push the boundaries of your new ideas and services quicker in order to meet customer needs. EY Nexus is a suite of technology components which are easy to build and adapt. These components integrate seamlessly into existing systems to meet key customer needs. You can also use the EY Nexus platform to evolve your products and service. It is a flexible, cloud-ready framework that has ready-to-use technology assets within a curated ecosystem of partners. Financial advisors have access to a dashboard that is updated near real-time and can quickly determine when clients are not meeting their personal investment goals. They can then adjust their portfolios accordingly.