Wealth Management & Investing
Enable users and financial advisors to collate investments, assets, and other held-away account information for one sweeping financial picture.
Empower users to grow and protect their wealth
Akoya offers investment data via API from a variety of brokerages, retirement recordkeepers, and more. With the user’s consent, receive trades, positions, underlying holdings, and more across all of their financial institutions to provide one unified view of their wealth.
Note: This use case does not incorporate taxes or money movement.
How it works
Testimonials
“After one seamless integration onto Akoya, we are now able to authorize direct connections with data aggregators and fintechs that will use the Akoya Data Access Network. The data recipients that the customer authorizes to connect to their U.S. Bank account through Akoya will receive authorized and permissioned access to U.S. Bank customer data, all while giving consumers the confidence that their data is safe and secure.”
“We recognize how important it is for our customers to be able to use the financial applications of their choice in a safe and secure manner. Akoya’s capabilities help us meet the data sharing needs of our customers as well as data aggregators, data providers and other third parties, in line with evolving industry standards. This is good for our business, good for our customers and good for the industry.”
“Consumers' personal financial data should only be accessed with their explicit consent and they should have the ability to monitor and revoke that access. For this reason, we created Akoya and are now joining with several financial institutions to accelerate the availability of a secure, transparent and more reliable network for the entire financial services industry.”