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Wealth icon Wealth

Create investment experiences your clients will remember

Let users directly connect their wealth & investment accounts from over 75 platforms. Gain an overview of their accounts, positions, securities and more.

Wealth & investment solutions for

Wealth Managers
& Planners

Move clients under your management faster and streamline asset transfers. Gather data on held-away assets to help them achieve their goals with holistic financial planning.

Personal Finance
Applications

Let clients link all their investment accounts within your experience and become their most valuable financial partner.

Brokers
& Robo-Advisory

Consolidate all users’ assets, onboard them faster, and build 360-degree financial products they’ll remember.

Compliance

Facilitate regulatory disclosure requirements and discovery of conflict of interest holdings for employees within your firm. Gather and verify positions, securities and transactions with one single data pull.

Transform your experience with user-permissioned wealth data

  • Institutions

  • Accounts

  • Positions

  • Securities

  • Transactions

Retrieve data from 75 unique investment platforms,
across 45 different financial institutions

Full service brokerages

Discount/online brokerages

Robo-advisors

Mutual fund companies

Employer portals

Specialty investment companies

Request full coverage

Interested in learning more?

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