Investments
No reviews yetInvestments confirm account ownership with real-time data from a user’s investment bank account, streamlining onboarding.
Robo-AdvisorsFinancial Reporting
No reviews yet
Product tour
No media yet
Screenshots and product tours appear here once the vendor claims this page.
Features
Extract investment and pension account data
Provide a 360-degree view of a user's investments
Aggregate investment data for a full net worth overview
Fetch real-time holding data from investment accounts
Access a wide range of investment account types
Standardize and clean investment data
Personalize wealth advisory services
Reduce application time with detailed account data
User reviews(0)
Let us know what you think