Wealth & Loans
Provide a comprehensive view of users’ finances, accessed instantly and updated daily, to support wealth management and loan services.
Business Credit & LendingFinancial ReportingBanking-as-a-Service
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Features
Connect users' savings, investments, and loans from 200+ banks and platforms
Provide a 360° view of financial portfolios with asset-level details
Update portfolio compositions and valuations automatically
Assess debt accurately with detailed loan data
Enable instant credit experiences with automated loan decisioning
Track financial transactions including buy, sell, and fee operations
Aggregate financial data for retail banking
Drive savings and investment goals with automatic financial tracking
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