For PLASMA to provide the greatest value to your organization, it needs a daily feed of positions and transaction data within the accounts you are planning on managing in PLASMA.

We've partnered with Bridge Financial Technology to seamlessly ingest data into PLASMA. Similar to Orion or Black Diamond, BridgeFT securely connects to major custodians (Schwab, Fidelity, etc.) and automates the daily data feeds for separate accounts (positions, transactions, tax lots). To use BridgeFT, you first need to request ROI authorization (Release of Information) directly at the custodian for your advisor code. Once the custodian processes the request, data released to Yayati through BridgeFT includes the account number, which is stored to insure accurate portfolio composition.

To limit the data provided to Yayati, you can set up a new advisor code and associate the separate managed accounts you are planning on managing in PLASMA to this new code.