wealthAPI for Financial Platforms
Creating added value through personalization
Enhance the appeal of your platform and captivate your audience with personalized, value-driven offerings. This will boost user engagement, leading to longer session times and increased repeat visits, ultimately driving predictable and recurring revenue streams.
Why wealthAPI?
Transform Your Portal into a Personalized Powerhouse
Deliver unparalleled customer experiences with hyper-personalized offerings. Gain independence from affiliate links, target your audience with precision, and generate sustainable revenue. Utilize wealthAPI’s data, integrate your proprietary data, or combine both with our powerful wealthAPI tools.
Consistent data management
Your customers demand consistent data across all solutions.
Therefore, we offer a “bring your own data” approach for various data classes. This means you have the option to easily integrate your own data and data sources into our system using an API. This provides flexibility and control over the data you utilize within our platform, allowing you to leverage your existing information and connect it seamlessly with our services through a straightforward Application Programming Interface.
Your data will be clearly separated and visible only to your users!
Quotes
Dividend & Master Data
Asset Allocation
Added value through scenario analyses
What-if” application scenarios make it easier for customers to check for themselves whether a new investment fits their own portfolio.
Risk and Yield
Checking the impact of an investment on the risk and yield ratios of the overall portfolio.<br>
Crisis barometer
Testing the resilience of the portfolio with or without a specific investment during past financial crises.
Historical performance
Showing the historical performance of an investment through backtracking analysis.
Monte-Carlo Simulation
Calculation of the future growth potential (best-case vs. worst-case) of an investment.
Regional and sectoral allocation
Impact of possible investments on the regional and sectoral allocation, as well as comparison of the distance of one's own portfolio to an "optimal" allocation.
Portfolio correlation / diversification score
Showing the correlation of a selected investment with the entire portfolio.
Effects on dividend yield
Showing the impact of investments on the forecast dividends and the dividend yield per year.
Crisis barometer
Testing the resilience of the portfolio with or without a specific investment during past financial crises.
Historical performance
Showing the historical performance of an investment through backtracking analysis.
Monte-Carlo Simulation
Calculation of the future growth potential (best-case vs. worst-case) of an investment.
Regional and sectoral allocation
Impact of possible investments on the regional and sectoral allocation, as well as comparison of the distance of one's own portfolio to an "optimal" allocation.
Portfolio correlation / diversification score
Showing the correlation of a selected investment with the entire portfolio.
Effects on dividend yield
Showing the impact of investments on the forecast dividends and the dividend yield per year.
Risk and Yield
Checking the impact of an investment on the risk and yield ratios of the overall portfolio.<br>
Historical performance
Showing the historical performance of an investment through backtracking analysis.
Monte-Carlo Simulation
Calculation of the future growth potential (best-case vs. worst-case) of an investment.
Regional and sectoral allocation
Impact of possible investments on the regional and sectoral allocation, as well as comparison of the distance of one's own portfolio to an "optimal" allocation.
Portfolio correlation / diversification score
Showing the correlation of a selected investment with the entire portfolio.
Effects on dividend yield
Showing the impact of investments on the forecast dividends and the dividend yield per year.
Risk and Yield
Checking the impact of an investment on the risk and yield ratios of the overall portfolio.<br>
Crisis barometer
Testing the resilience of the portfolio with or without a specific investment during past financial crises.
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. Our internal processes are continuously checked for compliance and security.
Well-established compliance
Maximum security standards
Hosting in Germany
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.
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.
Our Ecosystem- wealthAPI marketplace -
wealthAPI collaborates with leading partners in the fields of financial data, investment, and wealth management.
ARIVA, a data vendor since 1998, provides us with accurate price data and comprehensive financial information through easy-to-use APIs.
brokerize offers an API for stock trading, connecting to numerous reputable brokers such as Comdirect, Consorsbank, and Flatex.
DivTax is the premier withholding tax refund solution, designed to maximize dividend income by up to 25%.
DivvyDiary provides a dividend data marketplace, featuring the most comprehensive database of worldwide dividend stocks with the highest quality metrics.
finAPI is one of the leading open banking providers in Europe. We use finAPI’s banking API to connect accounts and portfolios from numerous banks.
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.