{"id":819,"date":"2023-11-06T13:38:21","date_gmt":"2023-11-06T12:38:21","guid":{"rendered":"http:\/\/localhost:8081\/wealth-optimizer\/"},"modified":"2024-01-08T11:56:07","modified_gmt":"2024-01-08T10:56:07","slug":"wealth-optimizer","status":"publish","type":"page","link":"https:\/\/staging.wealthapi.eu\/en\/wealth-optimizer\/","title":{"rendered":"wealth Optimizer"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row row_height_percent=&#8221;75&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;169471&#8243;][vc_column column_width_percent=&#8221;100&#8243; position_vertical=&#8221;middle&#8221; gutter_size=&#8221;2&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;2\/3&#8243; uncode_shortcode_id=&#8221;108199&#8243;][vc_custom_heading heading_semantic=&#8221;h3&#8243; text_size=&#8221;h4&#8243; uncode_shortcode_id=&#8221;122678&#8243; text_color_type=&#8221;uncode-solid&#8221; text_color_solid=&#8221;#ff8139&#8243;]wealth Optimizer[\/vc_custom_heading][vc_custom_heading heading_semantic=&#8221;h1&#8243; text_size=&#8221;h1&#8243; text_weight=&#8221;700&#8243; uncode_shortcode_id=&#8221;417618&#8243;]Highest data quality and financial recommendations integrated into your front end[\/vc_custom_heading][vc_column_text uncode_shortcode_id=&#8221;146460&#8243; css=&#8221;.vc_custom_1703065813493{margin-bottom: 20px !important;}&#8221;]With the &#8220;wealth Optimizer&#8221; module, you can provide your clients with personalized recommendations for investment products based on real asset and portfolio data. These functions fit seamlessly into your existing front end.[\/vc_column_text][vc_icon position=&#8221;left&#8221; space_reduced=&#8221;yes&#8221; title_aligned_icon=&#8221;yes&#8221; icon=&#8221;fa fa-star-outline&#8221; icon_image=&#8221;314&#8243; icon_color=&#8221;color-217939&#8243; heading_semantic=&#8221;p&#8221; text_size=&#8221;h5&#8243; text_weight=&#8221;600&#8243; add_margin=&#8221;yes&#8221; uncode_shortcode_id=&#8221;161413&#8243; icon_color_type=&#8221;uncode-palette&#8221; title=&#8221;Easy integration&#8221; el_id=&#8221;icon-title&#8221;][\/vc_icon][vc_button button_color=&#8221;color-135990&#8243; radius=&#8221;btn-round&#8221; border_width=&#8221;0&#8243; link=&#8221;url:http%3A%2F%2Flocalhost%3A8081%2Fen%2F%23kontakt|&#8221; button_color_type=&#8221;uncode-palette&#8221; uncode_shortcode_id=&#8221;189186&#8243;]Contact us[\/vc_button][\/vc_column][vc_column width=&#8221;1\/3&#8243;][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;7&#8243; top_padding=&#8221;2&#8243; bottom_padding=&#8221;2&#8243; back_color=&#8221;color-183720&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;281480&#8243; back_color_type=&#8221;uncode-palette&#8221; css=&#8221;.vc_custom_1698661215496{padding-top: 40px !important;padding-bottom: 40px !important;}&#8221;][vc_column column_width_percent=&#8221;100&#8243; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/1&#8243; uncode_shortcode_id=&#8221;149015&#8243;][vc_custom_heading text_weight=&#8221;700&#8243; uncode_shortcode_id=&#8221;162132&#8243;]This is how the &#8220;wealth Optimizer&#8221; works.[\/vc_custom_heading][vc_column_text uncode_shortcode_id=&#8221;848585&#8243;]With our wealth Optimizer solution, your users get a simple overview of all of their assets. The solution recognizes and visualizes risks and opportunities and suggests suitable products to your customers &#8211; all in the familiar design of your existing solution.[\/vc_column_text][vc_single_image media=&#8221;205&#8243; media_width_percent=&#8221;100&#8243; uncode_shortcode_id=&#8221;753152&#8243;][vc_row_inner row_inner_height_percent=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; limit_content=&#8221;&#8221; uncode_shortcode_id=&#8221;309160&#8243; css=&#8221;.vc_custom_1698661950422{margin-top: 50px !important;margin-bottom: -140px !important;}&#8221;][vc_column_inner column_width_percent=&#8221;100&#8243; gutter_size=&#8221;3&#8243; overlay_alpha=&#8221;50&#8243; border_color=&#8221;color-uydo&#8221; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; radius=&#8221;lg&#8221; width=&#8221;1\/1&#8243; uncode_shortcode_id=&#8221;958661&#8243; back_color_type=&#8221;uncode-gradient&#8221; css=&#8221;.vc_custom_1698661739889{border-top-width: 1px !important;border-right-width: 1px !important;border-bottom-width: 1px !important;border-left-width: 1px !important;padding-top: 35px !important;padding-right: 35px !important;padding-bottom: 35px !important;padding-left: 35px !important;}&#8221; border_color_type=&#8221;uncode-palette&#8221; back_color_gradient=&#8221;{&#8220;css&#8220;:&#8220;background: linear-gradient(to top , rgb(244, 250, 253) , rgb(255, 255, 255) 81%);&#8220;,&#8220;sliders&#8220;:`{`{&#8220;color&#8220;:&#8220;rgb(244, 250, 253)&#8220;,&#8220;position&#8220;:0},{&#8220;color&#8220;:&#8220;rgb(255, 255, 255)&#8220;,&#8220;position&#8220;:81}`}`,&#8220;type&#8220;:&#8220;linear&#8220;,&#8220;direction&#8220;:&#8220;bottom&#8220;}&#8221;][vc_custom_heading heading_semantic=&#8221;h3&#8243; text_font=&#8221;font-555555&#8243; text_size=&#8221;h4&#8243; text_weight=&#8221;500&#8243; uncode_shortcode_id=&#8221;114507&#8243;]Optimize your offer through personalization and enable your customers to make individual financial decisions. Use your existing reach to tap into additional monetization opportunities.[\/vc_custom_heading][vc_empty_space empty_h=&#8221;2&#8243;][vc_icon position=&#8221;left&#8221; space_reduced=&#8221;yes&#8221; title_aligned_icon=&#8221;yes&#8221; icon=&#8221;fa fa-star-outline&#8221; icon_image=&#8221;322&#8243; icon_color=&#8221;color-217939&#8243; heading_semantic=&#8221;p&#8221; text_size=&#8221;h5&#8243; text_weight=&#8221;600&#8243; add_margin=&#8221;yes&#8221; uncode_shortcode_id=&#8221;180092&#8243; icon_color_type=&#8221;uncode-palette&#8221; title=&#8221;Simple data collection via interfaces to banks and brokers&#8221; el_id=&#8221;icon-title&#8221;][\/vc_icon][vc_icon position=&#8221;left&#8221; space_reduced=&#8221;yes&#8221; title_aligned_icon=&#8221;yes&#8221; icon=&#8221;fa fa-star-outline&#8221; icon_image=&#8221;323&#8243; icon_color=&#8221;color-217939&#8243; heading_semantic=&#8221;p&#8221; text_size=&#8221;h5&#8243; text_weight=&#8221;600&#8243; add_margin=&#8221;yes&#8221; uncode_shortcode_id=&#8221;303037&#8243; icon_color_type=&#8221;uncode-palette&#8221; title=&#8221;Smart product suggestions from our wealthAPI AI&#8221; el_id=&#8221;icon-title&#8221;][\/vc_icon][vc_icon position=&#8221;left&#8221; space_reduced=&#8221;yes&#8221; title_aligned_icon=&#8221;yes&#8221; icon=&#8221;fa fa-star-outline&#8221; icon_image=&#8221;324&#8243; icon_color=&#8221;color-217939&#8243; heading_semantic=&#8221;p&#8221; text_size=&#8221;h5&#8243; text_weight=&#8221;600&#8243; add_margin=&#8221;yes&#8221; uncode_shortcode_id=&#8221;316224&#8243; icon_color_type=&#8221;uncode-palette&#8221; title=&#8221;Seamless integration into your existing solution&#8221; el_id=&#8221;icon-title&#8221;][\/vc_icon][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row unlock_row_content=&#8221;yes&#8221; row_height_percent=&#8221;75&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;0&#8243; top_padding=&#8221;2&#8243; bottom_padding=&#8221;2&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;147934&#8243; css=&#8221;.vc_custom_1698661969447{margin-top: 50px !important;}&#8221;][vc_column column_width_percent=&#8221;100&#8243; position_vertical=&#8221;middle&#8221; gutter_size=&#8221;2&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;2\/3&#8243; uncode_shortcode_id=&#8221;142708&#8243; css=&#8221;.vc_custom_1698661519218{padding-right: 25px !important;padding-left: 50px !important;}&#8221;][vc_custom_heading heading_semantic=&#8221;h3&#8243; text_size=&#8221;h4&#8243; uncode_shortcode_id=&#8221;234216&#8243; text_color_type=&#8221;uncode-solid&#8221; text_color_solid=&#8221;#5f5bb4&#8243;]The advantages[\/vc_custom_heading][vc_custom_heading heading_semantic=&#8221;h1&#8243; text_size=&#8221;h1&#8243; text_weight=&#8221;700&#8243; uncode_shortcode_id=&#8221;190843&#8243;]Your advantages with the<\/p>\n<p>Integration of wealth Optimizer.[\/vc_custom_heading][vc_column_text uncode_shortcode_id=&#8221;143989&#8243; css=&#8221;.vc_custom_1703067461694{margin-bottom: 20px !important;}&#8221;]Do your customers want additional personalized tools to optimize their own finances, but you don&#8217;t have the interfaces or licenses to retrieve the necessary data? We give you access to this data and the intelligent product suggestions that can be generated from the data. You are given an additional opportunity to monetize your existing reach.[\/vc_column_text][vc_row_inner row_inner_height_percent=&#8221;0&#8243; force_width_grid=&#8221;yes&#8221; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; limit_content=&#8221;&#8221; uncode_shortcode_id=&#8221;173160&#8243;][vc_column_inner column_width_percent=&#8221;100&#8243; position_horizontal=&#8221;left&#8221; position_vertical=&#8221;middle&#8221; gutter_size=&#8221;0&#8243; override_padding=&#8221;yes&#8221; column_padding=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/3&#8243; uncode_shortcode_id=&#8221;119829&#8243;][vc_icon position=&#8221;left&#8221; space_reduced=&#8221;yes&#8221; title_aligned_icon=&#8221;yes&#8221; icon=&#8221;fa fa-star-outline&#8221; icon_image=&#8221;312&#8243; icon_color=&#8221;color-217939&#8243; heading_semantic=&#8221;p&#8221; text_size=&#8221;h5&#8243; text_weight=&#8221;600&#8243; add_margin=&#8221;yes&#8221; uncode_shortcode_id=&#8221;453659&#8243; icon_color_type=&#8221;uncode-palette&#8221; title=&#8221;Satisfied users&#8221; el_id=&#8221;icon-title&#8221;][\/vc_icon][\/vc_column_inner][vc_column_inner column_width_percent=&#8221;100&#8243; position_horizontal=&#8221;left&#8221; position_vertical=&#8221;middle&#8221; gutter_size=&#8221;0&#8243; override_padding=&#8221;yes&#8221; column_padding=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/3&#8243; uncode_shortcode_id=&#8221;553438&#8243;][vc_icon position=&#8221;left&#8221; space_reduced=&#8221;yes&#8221; title_aligned_icon=&#8221;yes&#8221; icon=&#8221;fa fa-star-outline&#8221; icon_image=&#8221;313&#8243; icon_color=&#8221;color-217939&#8243; heading_semantic=&#8221;p&#8221; text_size=&#8221;h5&#8243; text_weight=&#8221;600&#8243; add_margin=&#8221;yes&#8221; uncode_shortcode_id=&#8221;114980&#8243; icon_color_type=&#8221;uncode-palette&#8221; title=&#8221;High customer loyalty&#8221; el_id=&#8221;icon-title&#8221;][\/vc_icon][\/vc_column_inner][vc_column_inner column_width_percent=&#8221;100&#8243; position_horizontal=&#8221;left&#8221; position_vertical=&#8221;middle&#8221; gutter_size=&#8221;0&#8243; override_padding=&#8221;yes&#8221; column_padding=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;1\/3&#8243; uncode_shortcode_id=&#8221;689267&#8243;][vc_icon position=&#8221;left&#8221; space_reduced=&#8221;yes&#8221; title_aligned_icon=&#8221;yes&#8221; icon=&#8221;fa fa-star-outline&#8221; icon_image=&#8221;314&#8243; icon_color=&#8221;color-217939&#8243; heading_semantic=&#8221;p&#8221; text_size=&#8221;h5&#8243; text_weight=&#8221;600&#8243; add_margin=&#8221;yes&#8221; uncode_shortcode_id=&#8221;128252&#8243; icon_color_type=&#8221;uncode-palette&#8221; title=&#8221;Permanent additional income&#8221; el_id=&#8221;icon-title&#8221;][\/vc_icon][\/vc_column_inner][\/vc_row_inner][\/vc_column][vc_column width=&#8221;1\/3&#8243;][vc_single_image media=&#8221;22&#8243; media_width_percent=&#8221;100&#8243; uncode_shortcode_id=&#8221;191484&#8243;][\/vc_column][\/vc_row][vc_row row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;2&#8243; top_padding=&#8221;4&#8243; bottom_padding=&#8221;4&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; border_color=&#8221;color-gyho&#8221; border_style=&#8221;solid&#8221; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;777416&#8243; css=&#8221;.vc_custom_1698163906859{border-top-width: 1px !important;}&#8221; border_color_type=&#8221;uncode-palette&#8221;][vc_column width=&#8221;1\/1&#8243;][vc_custom_heading heading_semantic=&#8221;h3&#8243; text_size=&#8221;h3&#8243; uncode_shortcode_id=&#8221;206761&#8243;]Intelligent product suggestions &#8211; direct sales. <span class=\"grey-text\">wealthAPI works with leading partners from the fields of investment and asset management.<\/span>[\/vc_custom_heading][vc_row_inner row_inner_height_percent=&#8221;0&#8243; force_width_grid=&#8221;yes&#8221; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; limit_content=&#8221;&#8221; uncode_shortcode_id=&#8221;824537&#8243;][vc_column_inner column_width_percent=&#8221;100&#8243; position_vertical=&#8221;middle&#8221; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;1&#8243; expand_height=&#8221;yes&#8221; overlay_color=&#8221;color-217939&#8243; overlay_alpha=&#8221;15&#8243; border_color=&#8221;transparent&#8221; border_style=&#8221;solid&#8221; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; radius=&#8221;lg&#8221; width=&#8221;1\/3&#8243; uncode_shortcode_id=&#8221;772234&#8243; overlay_color_type=&#8221;uncode-palette&#8221; border_color_type=&#8221;uncode-palette&#8221; css=&#8221;.vc_custom_1698661307355{border-top-width: 1px !important;border-right-width: 1px !important;border-bottom-width: 1px !important;border-left-width: 1px !important;padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}&#8221;][vc_single_image media=&#8221;300&#8243; media_width_percent=&#8221;100&#8243; uncode_shortcode_id=&#8221;103614&#8243;][vc_custom_heading text_color=&#8221;color-217939&#8243; heading_semantic=&#8221;h3&#8243; text_size=&#8221;h4&#8243; uncode_shortcode_id=&#8221;166584&#8243; text_color_type=&#8221;uncode-palette&#8221;]Invest in ETFs[\/vc_custom_heading][\/vc_column_inner][vc_column_inner column_width_percent=&#8221;100&#8243; position_vertical=&#8221;middle&#8221; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;2&#8243; expand_height=&#8221;yes&#8221; overlay_color=&#8221;color-217939&#8243; overlay_alpha=&#8221;15&#8243; border_style=&#8221;solid&#8221; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; radius=&#8221;lg&#8221; width=&#8221;1\/3&#8243; uncode_shortcode_id=&#8221;549804&#8243; overlay_color_type=&#8221;uncode-palette&#8221; css=&#8221;.vc_custom_1698661327718{border-top-width: 1px !important;border-right-width: 1px !important;border-bottom-width: 1px !important;border-left-width: 1px !important;padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}&#8221;][vc_single_image media=&#8221;301&#8243; media_width_percent=&#8221;100&#8243; uncode_shortcode_id=&#8221;118840&#8243;][vc_custom_heading text_color=&#8221;color-217939&#8243; heading_semantic=&#8221;h3&#8243; text_size=&#8221;h4&#8243; uncode_shortcode_id=&#8221;102381&#8243; text_color_type=&#8221;uncode-palette&#8221;]Digital asset management[\/vc_custom_heading][\/vc_column_inner][vc_column_inner column_width_percent=&#8221;100&#8243; position_vertical=&#8221;middle&#8221; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;2&#8243; expand_height=&#8221;yes&#8221; overlay_color=&#8221;color-217939&#8243; overlay_alpha=&#8221;15&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; radius=&#8221;lg&#8221; width=&#8221;1\/3&#8243; uncode_shortcode_id=&#8221;192560&#8243; overlay_color_type=&#8221;uncode-palette&#8221; css=&#8221;.vc_custom_1698661371344{border-top-width: 1px !important;border-right-width: 1px !important;border-bottom-width: 1px !important;border-left-width: 1px !important;padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}&#8221;][vc_single_image media=&#8221;302&#8243; media_width_percent=&#8221;100&#8243; uncode_shortcode_id=&#8221;367459&#8243;][vc_custom_heading text_color=&#8221;color-217939&#8243; heading_semantic=&#8221;h3&#8243; text_size=&#8221;h4&#8243; uncode_shortcode_id=&#8221;157529&#8243; text_color_type=&#8221;uncode-palette&#8221;]Professional wealth management[\/vc_custom_heading][\/vc_column_inner][\/vc_row_inner][vc_row_inner row_inner_height_percent=&#8221;0&#8243; force_width_grid=&#8221;yes&#8221; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; limit_content=&#8221;&#8221; uncode_shortcode_id=&#8221;173160&#8243;][vc_column_inner column_width_percent=&#8221;100&#8243; position_vertical=&#8221;middle&#8221; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;2&#8243; expand_height=&#8221;yes&#8221; overlay_color=&#8221;color-217939&#8243; overlay_alpha=&#8221;15&#8243; border_color=&#8221;transparent&#8221; border_style=&#8221;solid&#8221; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; radius=&#8221;lg&#8221; width=&#8221;1\/3&#8243; uncode_shortcode_id=&#8221;193167&#8243; overlay_color_type=&#8221;uncode-palette&#8221; border_color_type=&#8221;uncode-palette&#8221; css=&#8221;.vc_custom_1698661380757{border-top-width: 1px !important;border-right-width: 1px !important;border-bottom-width: 1px !important;border-left-width: 1px !important;padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}&#8221;][vc_single_image media=&#8221;304&#8243; media_width_percent=&#8221;100&#8243; uncode_shortcode_id=&#8221;203693&#8243;][vc_custom_heading text_color=&#8221;color-217939&#8243; heading_semantic=&#8221;h3&#8243; text_size=&#8221;h4&#8243; uncode_shortcode_id=&#8221;182743&#8243; text_color_type=&#8221;uncode-palette&#8221;]Portfolio management software[\/vc_custom_heading][\/vc_column_inner][vc_column_inner column_width_percent=&#8221;100&#8243; position_vertical=&#8221;middle&#8221; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;2&#8243; expand_height=&#8221;yes&#8221; overlay_color=&#8221;color-217939&#8243; overlay_alpha=&#8221;15&#8243; border_style=&#8221;solid&#8221; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; radius=&#8221;lg&#8221; width=&#8221;1\/3&#8243; uncode_shortcode_id=&#8221;259745&#8243; overlay_color_type=&#8221;uncode-palette&#8221; css=&#8221;.vc_custom_1698661389310{border-top-width: 1px !important;border-right-width: 1px !important;border-bottom-width: 1px !important;border-left-width: 1px !important;padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}&#8221;][vc_single_image media=&#8221;303&#8243; media_width_percent=&#8221;100&#8243; uncode_shortcode_id=&#8221;170665&#8243;][vc_custom_heading text_color=&#8221;color-217939&#8243; heading_semantic=&#8221;h3&#8243; text_size=&#8221;h4&#8243; uncode_shortcode_id=&#8221;143757&#8243; text_color_type=&#8221;uncode-palette&#8221;]Funds discount and funds cashback[\/vc_custom_heading][\/vc_column_inner][vc_column_inner column_width_percent=&#8221;100&#8243; position_vertical=&#8221;middle&#8221; align_horizontal=&#8221;align_center&#8221; gutter_size=&#8221;2&#8243; expand_height=&#8221;yes&#8221; overlay_color=&#8221;color-217939&#8243; overlay_alpha=&#8221;15&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; radius=&#8221;lg&#8221; width=&#8221;1\/3&#8243; uncode_shortcode_id=&#8221;180921&#8243; overlay_color_type=&#8221;uncode-palette&#8221; css=&#8221;.vc_custom_1698661397067{border-top-width: 1px !important;border-right-width: 1px !important;border-bottom-width: 1px !important;border-left-width: 1px !important;padding-top: 20px !important;padding-right: 20px !important;padding-bottom: 20px !important;padding-left: 20px !important;}&#8221;][vc_single_image media=&#8221;305&#8243; media_width_percent=&#8221;100&#8243; uncode_shortcode_id=&#8221;187167&#8243;][vc_custom_heading text_color=&#8221;color-217939&#8243; heading_semantic=&#8221;h3&#8243; text_size=&#8221;h4&#8243; uncode_shortcode_id=&#8221;195140&#8243; text_color_type=&#8221;uncode-palette&#8221;]Fixed-term deposits[\/vc_custom_heading][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row][vc_row unlock_row_content=&#8221;yes&#8221; row_height_percent=&#8221;0&#8243; override_padding=&#8221;yes&#8221; h_padding=&#8221;0&#8243; top_padding=&#8221;0&#8243; bottom_padding=&#8221;0&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;911865&#8243;][vc_column width=&#8221;1\/1&#8243;][uncode_block id=&#8221;365&#8243;][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row row_height_percent=&#8221;75&#8243; overlay_alpha=&#8221;50&#8243; gutter_size=&#8221;3&#8243; column_width_percent=&#8221;100&#8243; shift_y=&#8221;0&#8243; z_index=&#8221;0&#8243; uncode_shortcode_id=&#8221;169471&#8243;][vc_column column_width_percent=&#8221;100&#8243; position_vertical=&#8221;middle&#8221; gutter_size=&#8221;2&#8243; overlay_alpha=&#8221;50&#8243; shift_x=&#8221;0&#8243; shift_y=&#8221;0&#8243; shift_y_down=&#8221;0&#8243; z_index=&#8221;0&#8243; medium_width=&#8221;0&#8243; mobile_width=&#8221;0&#8243; width=&#8221;2\/3&#8243; uncode_shortcode_id=&#8221;108199&#8243;][vc_custom_heading [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":693,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-819","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>wealth Optimizer - Turn your platform into a financial marketplace<\/title>\n<meta name=\"description\" content=\"With wealthAPI Optimizer, you can inspire your users with your own &quot;financial home&quot; with an integrated marketplace for investment products. \u27a4\" \/>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"wealth Optimizer - Turn your platform into a financial marketplace\" \/>\n<meta property=\"og:description\" content=\"With wealthAPI Optimizer, you can inspire your users with your own &quot;financial home&quot; with an integrated marketplace for investment products. \u27a4\" \/>\n<meta property=\"og:url\" content=\"https:\/\/staging.wealthapi.eu\/en\/wealth-optimizer\/\" \/>\n<meta property=\"og:site_name\" content=\"wealthapi - Smart Financial Decisions\" \/>\n<meta property=\"article:modified_time\" content=\"2024-01-08T10:56:07+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/staging.wealthapi.eu\/wp-content\/uploads\/2024\/01\/wealthAPI-1000x1000-1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"1000\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"10 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/wealth-optimizer\\\/\",\"url\":\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/wealth-optimizer\\\/\",\"name\":\"wealth Optimizer - Turn your platform into a financial marketplace\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/wealth-optimizer\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/wealth-optimizer\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/staging.wealthapi.eu\\\/wp-content\\\/uploads\\\/2024\\\/01\\\/wealthAPI-1000x1000-1.jpg\",\"datePublished\":\"2023-11-06T12:38:21+00:00\",\"dateModified\":\"2024-01-08T10:56:07+00:00\",\"description\":\"With wealthAPI Optimizer, you can inspire your users with your own \\\"financial home\\\" with an integrated marketplace for investment products. \u27a4\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/wealth-optimizer\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/wealth-optimizer\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/wealth-optimizer\\\/#primaryimage\",\"url\":\"https:\\\/\\\/staging.wealthapi.eu\\\/wp-content\\\/uploads\\\/2024\\\/01\\\/wealthAPI-1000x1000-1.jpg\",\"contentUrl\":\"https:\\\/\\\/staging.wealthapi.eu\\\/wp-content\\\/uploads\\\/2024\\\/01\\\/wealthAPI-1000x1000-1.jpg\",\"width\":1000,\"height\":1000,\"caption\":\"wealthAPI-Logo\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/wealth-optimizer\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"wealth Optimizer\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/#website\",\"url\":\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/\",\"name\":\"wealthapi\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/#organization\",\"name\":\"wealthAPI GmbH\",\"url\":\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"http:\\\/\\\/localhost:8081\\\/wp-content\\\/uploads\\\/2024\\\/01\\\/wealthAPI-1000x1000-1.jpg\",\"contentUrl\":\"http:\\\/\\\/localhost:8081\\\/wp-content\\\/uploads\\\/2024\\\/01\\\/wealthAPI-1000x1000-1.jpg\",\"width\":1000,\"height\":1000,\"caption\":\"wealthAPI GmbH\"},\"image\":{\"@id\":\"https:\\\/\\\/staging.wealthapi.eu\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.linkedin.com\\\/company\\\/wealthapi\\\/\"]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"wealth Optimizer - Turn your platform into a financial marketplace","description":"With wealthAPI Optimizer, you can inspire your users with your own \"financial home\" with an integrated marketplace for investment products. \u27a4","robots":{"index":"noindex","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"og_locale":"en_US","og_type":"article","og_title":"wealth Optimizer - Turn your platform into a financial marketplace","og_description":"With wealthAPI Optimizer, you can inspire your users with your own \"financial home\" with an integrated marketplace for investment products. \u27a4","og_url":"https:\/\/staging.wealthapi.eu\/en\/wealth-optimizer\/","og_site_name":"wealthapi - Smart Financial Decisions","article_modified_time":"2024-01-08T10:56:07+00:00","og_image":[{"width":1000,"height":1000,"url":"https:\/\/staging.wealthapi.eu\/wp-content\/uploads\/2024\/01\/wealthAPI-1000x1000-1.jpg","type":"image\/jpeg"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"10 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/staging.wealthapi.eu\/en\/wealth-optimizer\/","url":"https:\/\/staging.wealthapi.eu\/en\/wealth-optimizer\/","name":"wealth Optimizer - Turn your platform into a financial marketplace","isPartOf":{"@id":"https:\/\/staging.wealthapi.eu\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/staging.wealthapi.eu\/en\/wealth-optimizer\/#primaryimage"},"image":{"@id":"https:\/\/staging.wealthapi.eu\/en\/wealth-optimizer\/#primaryimage"},"thumbnailUrl":"https:\/\/staging.wealthapi.eu\/wp-content\/uploads\/2024\/01\/wealthAPI-1000x1000-1.jpg","datePublished":"2023-11-06T12:38:21+00:00","dateModified":"2024-01-08T10:56:07+00:00","description":"With wealthAPI Optimizer, you can inspire your users with your own \"financial home\" with an integrated marketplace for investment products. \u27a4","breadcrumb":{"@id":"https:\/\/staging.wealthapi.eu\/en\/wealth-optimizer\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/staging.wealthapi.eu\/en\/wealth-optimizer\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/staging.wealthapi.eu\/en\/wealth-optimizer\/#primaryimage","url":"https:\/\/staging.wealthapi.eu\/wp-content\/uploads\/2024\/01\/wealthAPI-1000x1000-1.jpg","contentUrl":"https:\/\/staging.wealthapi.eu\/wp-content\/uploads\/2024\/01\/wealthAPI-1000x1000-1.jpg","width":1000,"height":1000,"caption":"wealthAPI-Logo"},{"@type":"BreadcrumbList","@id":"https:\/\/staging.wealthapi.eu\/en\/wealth-optimizer\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/staging.wealthapi.eu\/en\/"},{"@type":"ListItem","position":2,"name":"wealth Optimizer"}]},{"@type":"WebSite","@id":"https:\/\/staging.wealthapi.eu\/en\/#website","url":"https:\/\/staging.wealthapi.eu\/en\/","name":"wealthapi","description":"","publisher":{"@id":"https:\/\/staging.wealthapi.eu\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/staging.wealthapi.eu\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/staging.wealthapi.eu\/en\/#organization","name":"wealthAPI GmbH","url":"https:\/\/staging.wealthapi.eu\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/staging.wealthapi.eu\/en\/#\/schema\/logo\/image\/","url":"http:\/\/localhost:8081\/wp-content\/uploads\/2024\/01\/wealthAPI-1000x1000-1.jpg","contentUrl":"http:\/\/localhost:8081\/wp-content\/uploads\/2024\/01\/wealthAPI-1000x1000-1.jpg","width":1000,"height":1000,"caption":"wealthAPI GmbH"},"image":{"@id":"https:\/\/staging.wealthapi.eu\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.linkedin.com\/company\/wealthapi\/"]}]}},"_links":{"self":[{"href":"https:\/\/staging.wealthapi.eu\/en\/wp-json\/wp\/v2\/pages\/819","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.wealthapi.eu\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/staging.wealthapi.eu\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/staging.wealthapi.eu\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.wealthapi.eu\/en\/wp-json\/wp\/v2\/comments?post=819"}],"version-history":[{"count":3,"href":"https:\/\/staging.wealthapi.eu\/en\/wp-json\/wp\/v2\/pages\/819\/revisions"}],"predecessor-version":[{"id":912,"href":"https:\/\/staging.wealthapi.eu\/en\/wp-json\/wp\/v2\/pages\/819\/revisions\/912"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/staging.wealthapi.eu\/en\/wp-json\/wp\/v2\/media\/693"}],"wp:attachment":[{"href":"https:\/\/staging.wealthapi.eu\/en\/wp-json\/wp\/v2\/media?parent=819"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}