Holistic 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.
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How it works
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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.
Integrating with Akoya
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100% permissioned
APIs
Seamless
developer experience
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Easy
integration
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Reliable
data