Description: A pipeline that funnels data from multiple custodians and financial institutions, formatting it into structured fields and frameworks for analysis.
Function: Enable data analysis while preventing errors in data handling.
H1 2025
- Custodial Feed Access (Schwab, Fidelity, RBC, DST, ByAllAccounts)
- Error Detection & Flagging to identify and notify users about data anomalies
- Historical Perf Data Conversion for new customers