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.
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.