Custodial Integrator Software as a Service - CI SaaS

CI SaaS Universal

• Migrating to CI SaaS Universal - a website with instructions for migration.
• Enhanced AccountView Export Universal - a guide describes the export files for CI SaaS Universal.
• CI SaaS Universal Migration Utility Guide - a reference guide that describes the migration utility, the Custodial Integrator configuration and translations files, export errors, and status messages.  
• DataConnect V4 Export Guide for CI SaaS PortfolioCenter and Universal - a guide that describes ByAllAccounts DataConnect operations that are used to obtain a CI SaaS Export files.

CI SaaS for PortfolioCenter

• Enhanced AccountView export for PortfolioCenter - a guide describes the export files for CI SaaS PortfolioCenter.
• DataConnect V4 Export Guide for CI SaaS PortfolioCenter and Universal - a guide that describes ByAllAccounts DataConnect operations that are used to obtain a CI SaaS Export files.

CI SaaS Training Tutorials

• For CI SaaS training videos, refer to ByAllAccounts Training Resources