Data Aggregation Investments holdings


Get a holistic view of assets and liabilities so you can deliver the right advice at the right time.
Get Started With Assets

Get Financial Health Insight

Assets & Liabilities, In One Place

Gaining big picture insight about finances is only possible with a detailed view of assets and liabilities. With our Financial Data Aggregation API, you can get a complete view of assets and liabilities from a user's bank accounts, loans, credit cards, investments and more. It's the foundation that financial wellness is built on.

This product is available via
  • APP
  • API

Drive Results with Assets

Key Benefits

With asset and liability data, it's easy to see where customers stand on the path toward financial wellness and help them take the next best step.

Holistic View

A full financial view makes it easy to personalise recommendations and deliver impactful financial planning.

Easy Customer Onboarding

In just a few clicks, users are onboarded and connected to a critical snapshot of their financial wellness.

Comprehensive Coverage

As the leader in aggregation, we deliver data from the largest global institutions to the credit union down the street.

Wellness Insight

Assets and liabilities enable you and your customers to see the progress made toward financial wellness.

Real-Time Data

With updates on their investment values and other assets, your users can feel confident that they’re in the know.

Personalised Advice

Asset and liability data makes it easier to create a financial plan that’s on track with your users’ goals.

Knowledge and Know-How

Browse our eBooks, data sheets, white papers, and more to find out how you can use aggregated account info for deeper customer connections.