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.
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.
How it works
Authorized connection
The app then captures consent to receive access to the checking account before redirecting the user back to their financial institution to log in.
The app then captures consent to receive access to the checking account before redirecting the user back to their financial institution to log in.
Secure authentication
The user agrees to terms and conditions set by their financial institution and authorizes the specific data to be shared with their app.
The user agrees to terms and conditions set by their financial institution and authorizes the specific data to be shared with their app.
Permissioned data provided
Underlying products
Balances
Enable your users to access balances for bank accounts, credit cards, loans, investments, and more.
Accounts & Investments
Provide users and their financial advisors access to detailed information on underlying holdings and positions of investment accounts.
Transactions
Give your users seamless access to transaction data, including amounts, dates, and descriptions, across account types.
100% permissioned
APIs
Seamless
developer experience
Easy
integration
Reliable
data
Featured resources
Credit unions can compete, grow, and win member loyalty with open banking
Open banking webinar: Transforming lending and member experience for credit unions
Understanding the role of open finance platforms
Understanding open finance platforms - Making the right choice for your financial institution
Akoya and FDX: Advancing secure open finance solutions
Streamlining third-party risk management for open banking
Reducing complexity in Open Banking regulatory compliance
1033 compliance is a complex issue that demands a multifaceted solution.
Get started
Explore our self-service sandbox for developers. Set-up a free account to access test data and move to production when you’re ready.