An API that tracks monetary withdrawals from financial accounts. The API receives transaction history with completed withdrawals from accounts that are designed by the consumer to be tracked against the target amount.

Support to withdrawal from the portfolio at a regular interval to replace paycheck cadence and ensure a client has a paycheck experience when transitioning into Retirement.

Cost basis is the original value of an asset for tax purposes, usually the purchase price, adjusted for stock splits, dividends, and return of capital distributions.

Get the count of unread secure messages for a client pour. Get the unread high priority secure messages for a client poid.

Employee performance evaluation is a key factor to inspire your employees, improve the quality of work, and keep them motivated. It is not only the best channel to understand how your employees are performing, but also a compelling measure to get feedback about how your business is operating, whether the employees are working positively towards achieving your goals, and what you can do to improve employee engagement.

Asset mix is the breakdown of all assets within a fund or portfolio. Broadly, assets can be assigned to one of the core asset classes: stocks, bonds, cash and real estate. An asset mix breakdown helps investors understand the composition of a portfolio.

An API that tracks monetary withdrawals from financial accounts. The API receives transaction history with completed withdrawals from accounts that are designed by the consumer to be tracked against target amount.The response returned from the API will include total dollar amount of withdrawal in a given time period,account level detail of withdrawals and return the percent of targeted amount reached

Support to withdrawal from the portfolio at a regular interval to replace paycheck cadence and ensure a client has a paycheck experience when transitioning into Retirement.The worksheet to calculate the amount of the withdrawal based on their income sources or inputs