WEALTH MANAGEMENT & INVESTING

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. 

Empower users to grow and protect their wealth
PERSONAL FINANCIAL MANAGEMENT

How it works

WEALTH MANAGEMENT & INVESTING

Underlying products

Balances icon

Balances

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

Accounts & Investments icon

Accounts & Investments

Provide users and their financial advisors access to detailed information on underlying holdings and positions of investment accounts. 

Transactions icon

Transactions

Give your users seamless access to transaction data, including amounts, dates, and descriptions, across account types. 

WEALTH MANAGEMENT & INVESTING

Integrating with Akoya

Grant code icon

100% permissioned
APIs

HDI icon

Seamless
developer experience

Easy integration icon

Easy
integration

Consent icon

Reliable
data

Featured resources

Featured

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