We’ve expanded our integrations to help advisors bring client account data into Koyfin faster.

Custodian & PMS Integrations

You can now connect the following systems from the Integrations page:

Custodians:

Note: Connecting multiple custodians simultaneously is only available in Advisor Pro

PMS Integrations:

Note: PMS Integrations are available in Advisor Pro only

After Connecting

Once the connection is verified, Koyfin automatically pulls all your accounts from the integration at the next scheduled overnight sync.

Your accounts will appear in Client Portfolios with the following defaults:

  • Each account is created as an individual portfolio, named after the account in the integration.
  • The Source column shows which integration the account came from.
  • All imported accounts are placed under No Household.

Any new accounts added on the integration side will also be pulled in automatically during the next sync.

Organizing Your Accounts

  • Moving a single item: In Client Portfolios, hover over the account or portfolio you want to move, click the ⋯ menu, and select Move to.
  • Moving multiple items at once: Select the checkboxes next to the accounts or portfolios you want to move, click Bulk Actions above the table, and select Move to. In the modal that appears, choose an existing household or portfolio, or create a new one.

You can move accounts into portfolios, and portfolios into households. When moving in bulk, you can only move items of the same type in a single action.

Any structure you set up is preserved automatically. Overnight updates and new accounts coming in from the integration will not change your existing organization.

Data Updates and Manual Sync

Account holdings and positions are updated automatically overnight with the latest data from the integration.

To refresh an account during the day, you can trigger a manual sync in two ways:

  • From the Client Portfolios page, hover over the account, click the ⋯ menu, and select Sync Account.
  • Or open the account and click the Sync Account button in the top bar.

After syncing, the Last Updated column will reflect the latest refresh time.

Note: Integrated accounts are read-only to ensure data stays consistent with the integration. You can duplicate an account to create an editable copy.

If you have any questions, feel free to reach out to our customer support at help@koyfin.com.