wealthAPI tool: Contract Analytics
Analyze and optimize contracts.
Contract recognition is the entry point for contract optimization. Empower your customers to take control of their finances. With our contract analyzer, customers can identify cost-saving opportunities by analyzing recurring expenses like subscriptions and insurances. Combined with the wealthAPI cashflow analyzer, it provides a holistic view of their finances.
Contract Analytics in detail
Functionalities
- Our wealth AI accurately identifies insurance contracts, allowing for manual adjustments as needed.
- Contract recognition includes
- the name of the contract provider
- the payments received to date
- the tariff increase compared to the previous year
- the contract ID
Pie chart visualization
- Visual representation of recurring expenses
- Filter function for various time periods, e.g., year-to-date (YTD) or by categories, e.g., finance.
Table-based overview
- Expenses are listed in the table according to payment frequency
- Possibility of individual contract processing
- Filter by category function
- Traffic light-based notice period system
Powerful filtering and analysis features
- Historical data: Insights into past spending (up to 2 years, depending on the bank)
- Forecasts: The system predicts all remaining expenses for the current year based on previous payment intervals
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.