Hi Alex & Simone - looks like you're making some good progress on the software front. Congratulations! Any interest in having me as a beta test user for a couple of my clients? If so, I might be able to point out some intricacies that may be of value. No worries if you'd prefer not to. Also, how stable are you finding the account connections (I suspect you're doing this through Fidelity's API, or their affiliated company.
Hi Alex & Simone - looks like you're making some good progress on the software front. Congratulations! Any interest in having me as a beta test user for a couple of my clients? If so, I might be able to point out some intricacies that may be of value. No worries if you'd prefer not to. Also, how stable are you finding the account connections (I suspect you're doing this through Fidelity's API, or their affiliated company.
Stay well & keep at it!
Brian
Hi Brian,
Thank you for the kind words! Will be glad to catchup and see if we can help! I sent an email to you.