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Standardized. Comprehensive. Actionable.
Investment Data for Superior Investment Management
Confusing, disjointed data makes personalized investment management nearly impossible.
It's difficult to deliver personalized investment management services that satisfy customer demand and maintain a competitive edge without comprehensive, accurate investment data.
Â鶹¹ú²ú¾«Æ· provides enriched, normalized investment holdings data through its API-driven Investment Data Enhancement solution — improving data accuracy, coverage, and scalability to meet market needs, create personalized experiences, and deliver better outcomes.
Intelligent
Financial providers gain a comprehensive understanding of consumer investments and financial behavior, enabling more detailed analysis for better-informed advisory services. And, consumers get tailored financial services to meet their needs.
Unified
Â鶹¹ú²ú¾«Æ·â€™s comprehensive, unified API enables customers to consolidate their holdings and investment data into a holistic view of their investments.
Enhanced
Investment data is cleansed and classified into simple, human-readable descriptions, making it easy to identify, organize, and act on investment data.
Actionable
Businesses can easily segment investment customers for cross-sell, upsell, and loan opportunities with a comprehensive view of customer portfolios and investment holdings.
Why Â鶹¹ú²ú¾«Æ·
Â鶹¹ú²ú¾«Æ· is here to empower the world to be financially strong. It’s a noble mission and we’re honored to be a part of it.
Connectivity to more than 50+ account types, including brokerage, retirement, 529 plans, HSAs, and more.
Enhanced data quality through integration with partners and advanced logic implementation
connections with financial institutions and fintechs