Does this replace our custodian or CRM?
No. RyxelData is a data API. It sits on top of the custodian, CRM, and portfolio accounting you already use.
If the team picks stocks in-house, it needs look-through, holders, and insider activity without paying trading-desk prices for a terminal nobody uses as a blotter.
Today
Advisors bounce between the custodian, a CRM, fund factsheets, and a shared research login. Hidden overlap stays hidden until a quarter goes wrong.
With RyxelData
Fund holdings, 13F positions, and insider prints over one API, sitting on top of the custodian and CRM you already run.
RIAs, multi-family offices, and wealth teams that pick individual names do real research. They also run a custodian, a CRM, and portfolio accounting. A full trading-floor terminal is the wrong tool for that desk, and the wrong price.
The questions that come up are specific. What does this ETF actually hold? Which managers just added the stock we own? Did an insider just file a sale? Factsheets and a delayed 13F PDF are a weak answer.
The data is public. Collecting it by hand across a book of names is how look-through and concentration get missed.
FUNDS
Full N-PORT portfolios, shares, value, and weight. See overlap across the book instead of trusting the factsheet top ten.
13F
Quarterly positions from 5,000+ filers. Useful when a principal asks who else is in a name, and whether that is crowded.
FORM 4
Officer buys and sells on names the team owns or is considering. The filing is minutes old, not last month's newsletter.
SPLC
Disclosed customers and suppliers. When a holding depends on one buyer, the IC memo can say so with a source.
RyxelData sits on top of the custodian, the CRM, and portfolio accounting. It does not replace them. It does not try to be a planning tool.
Pull fund holdings, 13F positions, insider trades, proposed sales, and supply-chain relationships into the research workspace you already have: a notebook, a sheet, or an internal dashboard.
Access is per dataset for the firm, not a seat for every advisor who wants to check a holder list.
Look-through and ownership questions get a current answer, not a factsheet and a guess.
Stock-picking teams get filing data without buying a terminal built for a trading floor.
The custodian and CRM stay where they are. The research layer is no longer a scavenger hunt.
For RIAs, multi-family offices, wealth teams, and advisors who pick stocks in-house. No rip-and-replace of the custodian or CRM.
Teams that research individual names and need holders, insiders, and look-through on those names.
Custodian, CRM, and portfolio accounting stay put. We are the filing-data layer on top.
One key, the datasets you need. You are not buying a seat every time an advisor wants 13F data.
No. RyxelData is a data API. It sits on top of the custodian, CRM, and portfolio accounting you already use.
Yes, if the team picks stocks or needs look-through on funds. The live datasets are ownership, insider activity, fund holdings, supply chain, and IPOs. We do not sell execution or planning software.
Yes. The funds API returns N-PORT holdings: asset type, issuer, shares, value, and weight, up to 10,000 positions per fund.
Form 4 filings are parsed within minutes of publication on EDGAR. Insiders have two business days to file after the trade.
Share your use case and the datasets you need — we'll set up access for your team and one API key that covers it all.