Create investment experiences your clients will remember.
Let users directly connect their investment accounts from over 75 platforms. Gain an overview of their accounts, positions, securities and more.
Solutions for
Wealth Managers
& Planners
Move new clients under your management faster. Create holistic financial profiles across all of their online accounts. Deliver more effective financial plans.
Personal Finance
Applications
Let clients link all their investment accounts within your experience and become their most valuable financial partner.
Brokers
& Robo-Advisors
Consolidate all users’ assets, onboard them faster, and build 360-degree financial products they’ll remember.
Mortgage
& Personal Lenders
Verify applicants’ assets instantly and add new dimensions to your underwriting: a holistic view of your clients' finances, from banking to investment assets.
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
Interested in learning more?
Request a demo