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Investments

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Investments confirm account ownership with real-time data from a user’s investment bank account, streamlining onboarding.

Open Banking APIs

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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

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