Sync Thornburg Investment Management - Client to SimpleFIN
BankSync may support connections to Thornburg Investment Management - Client accounts through third-party open banking providers, then route the supported account data shown below to SimpleFIN. Set up takes under 10 minutes and requires no code.
How to sync Thornburg Investment Management - Client to SimpleFIN
Search for Thornburg Investment Management - Client in BankSync
Sign up for BankSync and, if Thornburg Investment Management - Client is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize SimpleFIN
Authorise BankSync to write data to your SimpleFIN workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Thornburg Investment Management - Client fields supplied by the provider to columns in SimpleFIN.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from Thornburg Investment Management - Client to SimpleFIN
Transactions
Sync available Thornburg Investment Management - Client transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Thornburg Investment Management - Client accounts.
Holdings
Sync supported investment positions, quantities, and market values from Thornburg Investment Management - Client.
Trades
Sync supported investment trade and activity history from Thornburg Investment Management - Client.
Loans
Sync supported loan balances and provider-supplied liability details from Thornburg Investment Management - Client.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in SimpleFIN.
Custom Field Mappings
Map any Thornburg Investment Management - Client field to any column in SimpleFIN — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync Thornburg Investment Management - Client with SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN in minutes.
Get Started FreeSync Thornburg Investment Management - Client somewhere else
The same Thornburg Investment Management - Client connection can feed any of these destinations.
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- Sync Thornburg Investment Management - Client to MongoDB
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- Sync Thornburg Investment Management - Client to PostgreSQL
- Sync Thornburg Investment Management - Client to Securo
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BankSync is not affiliated with, endorsed by, or an official partner of Thornburg Investment Management - Client or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.