wealthAPI tool: dividend planner
All distributions at a glance with the dividend planner.
Our dividend planner provides your clients with an overview of their dividend history and also forecasts future dividend income. This allows your customers to plan for upcoming distributions throughout the year and optimize their portfolio.
Our dividend planner in detail
Functionalities
- Precisely calculates important indicators such as the portfolio-wide dividend yield, personal dividend yield and the expected dividend increase over the next few years.
- Dividend calendar: Our dividend calendar shows your customers when they can expect which payment. It contains gimmicks such as the current return compared to the personal return (based on the purchase price) or gross and net values.
- We support analyst estimates for shorter forecast periods and apply predictive math for longer forecast periods.
- Dividend Manager: With our Dividend Manager, your clients can easily manage their dividend data. For example, they can assign a complete dividend history with just a few clicks. The dividend manager supports functions such as automatic tax reporting and notification of missing or late dividend payments.
Users are on track with their finances at all times
History and future distributions
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.