show sidebar & content

Data Sources

Cirrus collects financial data from multiple sources, including many of the leading product sponsors, insurance carriers and clearing firms. The level of data detail is dependent upon the specific source, but at a very minimum, basic client information, suitability data, detailed financial account and holdings information as well as a complete security master list will be provided. In many cases, individual registrations for 401k, 403b and family break points can be cross-referenced between the individual and the entity.

The data is refreshed nightly and can be viewed in an Excel Template, our Portfolio Manager (note – hyperlink this to the Portfolio Manager page) Application, or can be exported in a CSV format.