PoleStar - Fidelity Custodial Interface for APX® / Axys®
BaySys has developed an application called Polestar that utilizes the rich and robust data derived from the WealthCentral platform that is available to all Advisors with accounts custodied at Fidelity. Our interface provides several benefits over other interfaces:
- Up to 60% less costly
- Contains ‘Current Face’ information on Mortgage Backed Assets
- Translates Transactions, Positions, Security Data, Prices and Cost Basis Data into APX® / Axys®
- Descriptive and robust log files for troubleshooting
- Clearly identifies specific data fields that cause reconciliation issues
Contact BaySys to find out additional information on how your firm can save money AND get higher quality Fidelity data.