wealthAPI Pure
Portfolio analysis - as a Service
With our modular system, we offer you everything you need to integrate a portfolio analysis solution. Our multibanking-capable Software-as-a-Service modules allow your IT to concentrate on the essentials. Our algorithms do the detailed work.
Financial manager
Recognize asset situation
One-click import
Seamless import of accounts and securities accounts
Recognize risks
Optimize portfolio
Portfolio performance
Seamless import of accounts and securities accounts
Understanding customers - but the right way
Take your customer understanding to a new level.
Our wealth AI collects important key figures such as portfolio performance, composition, liquidity flows, investment preferences and much more. Based on these key figures, you can suggest specific products to your customers or access our integrated product catalog.
Satisfied users
High customer loyalty
Permanent additional income
Modern and agile technology
wealthAPI follows the agile method.
We deliver high code quality through test-driven development plus the 4-eyes principle for quality and security. We implement customer-specific extensions in short iterations.
Agile
Scalable
Robust and compliant
Easy to integrate
wealthAPI follows the agile method.
wealthAPI provides excellently documented APIs. Your advantage: All data can be integrated into your offering at any touchpoints via APIs.
Cost-effective
Excellent API documentation
Can be integrated into existing solutions
Expandable
wealthAPI follows the agile method.
In addition, data such as fund profiles are integrated. Our analysis platform enables the cost-effective integration of additional data sources.
Regional and sector classification
ESG criteria
Course dates
Compliance & Regulatory
As a regulated institution, wealthAPI is secure and compliant.
wealthAPI is a BaFin-regulated account information service provider in accordance with ZAG. Our internal processes are continuously checked for compliance and security.
Established testing and compliance processes
High standards
Do you have any questions?
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We will contact you as soon as possible to discuss your requirements.