Need a programmer familiar with XML-RPC? standard. Must be able to? use Infusionsoft's API provided code to bridge gap between DST Fanmail data sources and Infusionsoft's CRM databse system. Company information below:
**INFUSIONSOFT CRM
**Information on the API from Infusionsoft is available here: <[login to view URL]>
If link doesn't work, go to [login to view URL] and type in API in search. (Download Zip File [login to view URL] in the middle of the page)
**FAN Mail
**With participation from more than 180 management companies, Financial Advisor Network Mail (FAN Mail) is the largest single source of mutual fund, variable annuity, variable universal life, and real estate investment trust (REIT) customer account information. Automated downloads streamline daily back-office administrative tasks and allow advisors to efficiently track customers' transactions.
FAN Mail receives files from the various recordkeeping systems of its participating management companies. These files are processed and placed on the HTTPS/SSL-secured FAN Mail Web site for financial intermediaries to download. This service enables advisors to leverage their portfolio-management software's full capabilities while reducing manual data entry of customers' account activity. For broker/dealer home offices, this service can be easily integrated into existing recordkeeping systems.
FAN Mail closes the home-office automation gap by transferring transactions such as purchases, redemptions, exchanges, registrations, distributions, positions, and daily prices directly into portfolio-management software.
FAN Mail downloads are compatible with the most popular portfolio-management software packages available, including those from Advent, Client Marketing Systems, EZ Data, Financial Computer Support and Schwab Performance Technologies.
FAN Mail is the best source for complete customer account information. To enroll or learn more about FAN Mail, visit <[login to view URL]> or call 800.435.4112.
## Deliverables
Information from Fanmail is proprietary in nature and will require non-disclosure agreement before revealing the type and format of data files given. In addition, client data being transferred is highly confidential in nature and requires adherance to all privacy laws nd FINRA and/or Security Exchange Commission Regulations.