Transactional Data
As per the following table, Mclowd provides Practitioner and Trustee users with a suite of options in terms of ingesting transaction data.
Software version | ||||
---|---|---|---|---|
User | Data Type | Free Forever | Pro | Premium |
Practitioner | Bank data | Manual import | Macquarie CMA | SDS bank feeds |
DDH Graham | ||||
Broker data | Manual import | Manual import | SDS broker feeds | |
Trustee | Bank data | Manual import | Manual import | SDS bank feeds |
Broker data | Manual import | Manual import | SDS broker feeds |
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