Wealth Management & Investing

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

Graphic depicting wealth management and investing consolidated view of accounts

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

Graphic depicting consolidated finance view fintech
Graphic depicting selection of financial institutions or banks
Picture of customer being connected from fintech directly to bank or financial institution
Akoya redirects consumer to their bank to authenticate
Graphic depicting the process of identity verification and bank authorization step by step
Picture of customer being connected from fintech directly to bank or financial institution
Akoya redirects consumer to their bank to authenticate
Graphic depicting sign in for bank or financial institution
Picture of customer being redirected back to the fintech from bank or financial institution
Akoya redirects consumer back to fintech app
Picture of customer being redirected back to the fintech from bank or financial institution
Akoya redirects consumer back to fintech app
Graphic depicting success page on fintech app
Image of Akoya establishing api data flow through bank to fintech
Akoya establishes data flow
Graphic depicting the fintech operating as intended with the example of a consolidated view of finances such as assets and liabilities
Image of Akoya establishing api data flow through bank to fintech
Akoya establishes data flow

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.”

 

Gareth Gaston EVP & Chief Digital Officer, Enterprise Platforms & Capabilities, U.S. Bank

“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.”

Bill Demchak Chairman, President, and CEO, PNC

“We chose Akoya’s network to enable our customers to share their financial data. Akoya’s pass-through solution is efficient and is designed with data privacy and data minimization in mind.  Akoya’s end-to-end management of the contracting process, streamlining of the onboarding and risk management processes, and operational efficiencies significantly accelerate our implementation timelines.”



Figen Ceceli SVP, Head of Data Aggregation Product, Fidelity Investments
Picture of US Bank logo Picture of PNC logo Picture of Fidelity logo

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