Question 1

How do I connect my SS&C - GlobeOp Client Portal account to BankSync?

Accepted Answer

To connect your SS&C - GlobeOp Client Portal account, simply sign up for BankSync, navigate to the Banks section, and click "Add Bank". Select SS&C - GlobeOp Client Portal from the list and complete the secure authorization process. Your credentials are never stored by BankSync - they go directly to your bank through secure open banking APIs.

Question 2

What data can I sync from SS&C - GlobeOp Client Portal to Notion, Airtable, or Google Sheets?

Accepted Answer

You can sync transaction data including dates, amounts, descriptions, categories, merchant information, account balances, and loan accounts (credit cards, student loans, mortgages) from your SS&C - GlobeOp Client Portal accounts. BankSync automatically categorizes transactions and updates your destination tools in real-time.

Question 3

Is it safe to connect my SS&C - GlobeOp Client Portal account to BankSync?

Accepted Answer

Yes, BankSync uses bank-grade security through PLAID open banking APIs. Your banking credentials are never stored by BankSync - they go directly to your bank. All data is encrypted in transit and at rest, and you can revoke access at any time.

Question 4

How often does BankSync sync my SS&C - GlobeOp Client Portal data?

Accepted Answer

BankSync can sync your SS&C - GlobeOp Client Portal data as frequently as every 15 minutes, or you can set custom schedules (daily, weekly, monthly). You can also trigger manual syncs whenever needed.

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SS&C - GlobeOp Client Portal

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