How does Akoya support wealth management and investing use cases?

Akoya enables wealth management apps to access balances, holdings, positions, and transaction data from investment and retirement accounts through secure, permissioned APIs. Users connect their brokerage and financial institution accounts, authenticate directly with each institution, and authorize data sharing. The app receives real-time visibility into portfolio performance, enabling users and advisors to manage wealth in one connected experience.

What investment data can wealth management apps access through Akoya?

Wealth management apps built on Akoya can access real-time account balances, detailed holdings and positions of investment accounts, and transaction history across supported account types. Data is sourced from brokerages, recordkeepers, and financial institutions and delivered through secure, OAuth-based API connections with explicit user permission.

Can financial advisors access client investment data through Akoya?

Yes. Akoya's wealth management use case is designed to serve both individual users and their financial advisors. With explicit client permission, advisors can access detailed holdings, position data, and portfolio performance across a client's connected investment accounts, enabling more informed, holistic wealth management.

How are investment credentials and data protected through Akoya?

Users authenticate directly with their financial institution through Akoya's secure connection. Credentials are entered only with the institution and are never shared with the wealth management app. An authorization code is exchanged for secure tokens that allow only the authorized investment data to be accessed. Akoya's network is SOC 2 Type 2 certified and NIST and FIPS-140 compliant.

How do developers build wealth management features with Akoya?

Developers can use Akoya's SDKs to add wealth management capabilities without building or maintaining one-off brokerage connections. A single integration with Akoya provides access to brokerages and financial institutions across the network. Developers can test in the self-service sandbox at recipient.ddp.akoya.com and move to production when ready.

WEALTH MANAGEMENT & INVESTING

Total wealth management for
your users

Deliver richer, data-driven investing experiences with Akoya. Access balances, holdings, and transaction data across accounts to power wealth management solutions that build trust and engagement.

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Empower users to grow and protect their wealth

Give users and their financial advisors a complete, connected view of portfolios through secure, permissioned wealth management. Access data from brokerages, recordkeepers, and financial institutions to deliver insights
into trades, positions, and holdings.

WEALTH MANAGEMENT & INVESTING

How it works

Authorized connection

A user connects their investment and retirement accounts to view their complete portfolio in a wealth management app. The app displays a list of brokerages and financial institutions for the user to select where their accounts are held. The user gives consent to connect, and the app redirects them to the selected financial institution to log in.

Secure authentication

Permissioned data provided

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WEALTH MANAGEMENT & INVESTING

Underlying products

Balances

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

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Accounts & Investments

Provide users and their advisors with detailed information on holdings and positions of investment accounts.

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Transactions

Access transaction data, including amounts, dates, and details, across all account types.

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WEALTH MANAGEMENT & INVESTING

Integrating with Akoya

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100% permissioned APIs

Akoya powers wealth management through fully permissioned APIs that protect user credentials.

Seamless developer experience

Our platform gives developers a smooth path to build wealth management capabilities into their apps.

Easy integration

Add new use cases without building or maintaining one-off connections.

Reliable data

Depend on accurate, real-time information to deliver trusted investing experiences.

Featured resources

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Power your wealth management product

See how Akoya powers wealth management use cases. Start free in our sandbox and move to production easily.

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Total wealth management for
your users

Empower users to grow and protect their wealth