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Investments (BETA)
Get a 360° view of user’s financial investments holdings landscape
Access aggregated data from your user’s investments portfolio, up-to-date and ready to feed your solution. Bring together broker and bank accounts of a user through a single API call.
Trusted by the leading financial innovators
Use cases
Centralize any financial data through a single API
Consolidate all your user’s financial data in a single application
Aggregate users’ portfolios and trade investments in a single application. Retrieve any financial data by connecting and visualizing broker and bank accounts directly in your solution.
Optimize your customers’s returns
Help your users improve their returns and increase the profitability of their portfolio by getting an holistic view of their investments holdings across banking and broker institutions based on historical data.
Investments portability
By centralizing a client’s financial data in a single application, you increase portability between brokers as well as investment products and trades. It also contributes to making investments transfers more agile and facilitating the client migration towards your solution in the most secure way.
Focus on what matters, build what your users need
Visualize all user’s accounts through a single API
Integrate your users investments with our banking product to get a 360° glimpse of a user’s financial.
Control financial data
By having an holistic view of all the accounts and financial brokers that your customer works with, you can monitor their financial health and make better decisions.
Increase customer’s returns
Analyze investments performance and yield and sharpen your recommendations to increase your customer’s portfolio rentability.
Improve retention and increase customer’s acquisition
Provide better returns to your customers and through portability reach a wider range of potential customers with easy integration.
How it works
A few lines of code to retrieve any financial data
Related guides & Docs
Visualize your user’s investment holdings
Access information about your user’s investment holdings across banking and broker institutions.
Get a 360 view of your user using fiscal data
Discover how to quickly verify and assess your customer’s financial capabilities with fiscal data.
Identify your user recurring expenses
Determine your users’ recurrent spending habits on subscription services and other cyclical payments.
We can’t wait to hear what you’re going to build
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