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Northern Trust Partner Integration: Setup & Information Mapping
Welcome to the Northern Trust (NT) integration guide for Balance. This article outlines how the partnership works, what to expect during implementation,…
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Balance Integration Options
Standard Integration Options Exports Custom exports are created for clients that have data in Balance that they would like extracted to upload directly into another system (general ledger is the most…
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How Do I Import Northern Trust Data?
If your organization uses a Utility in Balance to retrieve investment information from Northern Trust, please see below for instructions. The data will be available for import based on an arrangement…