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Custodian
Charles Schwab Integration
Custodian data feed for account positions, transactions, and client statements.
Platforms
Salesforce
Type
REST API
Complexity
High
Timeline
12-16 weeks
Integration Architecture
Integration Type
REST API
Data Flow
→Unidirectional
High Complexity
Common Use Cases
- Account data synchronization
- Transaction processing
- Document management
Platform Compatibility
Salesforce
This integration is compatible with Salesforce, providing seamless data synchronization and workflow automation.
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Implementation Timeline
12-16 weeks
Typical timeline from discovery to go-live, including planning, development, testing, and deployment.