wealthAPI tool: Cashflow Analyzer
Personal finances at a glance
Financial literacy is a growing concern. Most people don’t know exactly where they stand financially. Our wealthAPI cashflow analyzer can help individuals gain a clear understanding of their income, expenses, and savings.
Our contract analyzer in detail
Functionalities
- The cashflow analysis provides accurate and consistent differentiation between regular and irregular transactions.
- Transactions that occur frequently but are not regular, are reliably ignored.
- Elimination of statistical outliers such as large transactions that do not reflect regular spending behavior
- Removal of non-operational transactions like internal transfers or securities trades
- Division of transactions into categories for efficient spend analysis and control
- Tracking of expenses, income, and liquid assets throughout the current year (monthly, quarterly, or custom timeframe)
- Pie chart or flow chart (sankey) view
- Warning notice for above-average expenditure
- Historical data import may be available, subject to the customer’s bank (typically for a 2-year period)
Users are on track with their finances at all times
Data-driven assessment of financial health
A sneak peek at the cashflow analyzer
Customers
These companies are already working with wealthAPI
Our innovative solutions have convinced numerous clients from the financial industry since 2022. Whether it’s a financial platform, influencer, online platform, bank, publishing house, asset manager, or family office, our technology is used wherever efficient and flexible solutions are required.
Data Security
Protecting your customer data is our top priority. As a BaFin-regulated Account Information Service, we operate in accordance with German banking security and data protection standards as defined by the ZAG. Our internal processes are continuously checked for compliance and security.
Established testing and compliance processes
Maximum security standards
Hosting in Germany
How much does it cost to integrate with wealthAPI?
Our modular SaaS pricing offers you everything you need to integrate a portfolio analysis solution. Choose from pricing plans tailored to your company size, ranging from pure financial data access via API to bundled options including our industry-leading asset analysis tools.
Note for developers
Simple integration of the wealthAPI tools into your systems via our wealthAPI
You’ve already integrated wealthAPI data into your platform? Then you can seamlessly integrate any wealthAPI portfolio analysis tool into your existing systems as well.
Ready for an offer?
Then contact our sales team directly.
After submitting this contact form, our sales team will contact you as soon as possible and send you an offer presentation by email.