WEALTH MANAGEMENT & INVESTING

Total wealth management for
your users

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

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Empower users to grow and protect their wealth 

Provide your users and their financial advisors with a comprehensive view of their investments and overall wealth. By integrating with Akoya, you gain secure access to data from a wide range of brokerages, retirement recordkeepers, and other financial institutions. With user-permissioned data, you can seamlessly access details such as trades, positions, and underlying holdings. 

Empower users to grow and protect their wealth
PERSONAL FINANCIAL MANAGEMENT

How it works

WEALTH MANAGEMENT & INVESTING

Underlying products

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Balances

Enable your users to access balances for bank accounts, credit cards, loans, investments, and more. 

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Accounts & Investments

Provide users and their financial advisors access to detailed information on underlying holdings and positions of investment accounts. 

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Transactions

Give your users seamless access to transaction data, including amounts, dates, and descriptions, across account types. 

WEALTH MANAGEMENT & INVESTING

Integrating with Akoya

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100% permissioned
APIs

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Seamless
developer experience

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Easy
integration

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Reliable
data

Featured resources

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Get started

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