Investments

Access detailed information on underlying holdings and positions of investment accounts.

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Access held-away assets

View your users’ balances and transactions from brokerage holdings, including individual underlying investments, contributions, investment loans, open orders, pension sources, vesting, and more.

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Akoya’s Investments product

View documentation
Investments

Applicable use cases

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Wealth Management & Investing

Enable users and financial advisors to collate investments, assets, and other held-away account information for one sweeping financial picture.

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