Hello:
I am developing a website and app / webapp for a precious metals company, and they would like to offer a private portfolio through their website / app for people to be able to track their holdings, and to then be able to integrate the portfolio into any Quicken application in the same way a checking account or a investing account interfaces.
I tried calling the help desk, and they told me to post in the community forum, so here I am. Can you please have a moderator contact me directly via my email due to the sensitivity of this question?
If you are not able to help in this setting, can you please forward my request to someone that is able to assist with this endeavor?
Thanks!