wealthAPI PLUG & PLAY
Turn your portal into a financial marketplace
With Plug & Play, you can inspire your users with your own “financial home” with an integrated marketplace for investment products. You participate in every deal – we take care of onboarding and processing. This allows you to generate predictable and recurring income without any effort on your part.
This is how Plug & Play works.
With our Plug & Play solution, your users get a simple overview of their assets. The solution recognizes and visualizes risks and opportunities and suggests suitable products to your customers.
Everything from a single source: we take care of processing and support. This allows you to participate from closings without extra effort on your part.
Simple data collection via interfaces to banks and brokers
Smart product suggestions from our wealthAPI AI
Direct conversion
The advantages
Your advantages through Plug & Play integration.
Your customers want a state-of-the-art portfolio app, but you don’t have the necessary IT resources? Depending on the module you choose, we provide you with a ready-to-use solution for accounts, securities accounts and more, which also generates additional revenue streams for you.
Satisfied users
Permanent additional income
Intelligent product suggestions - direct sales. wealthAPI works with leading partners from the fields of investment and asset management.
Invest in ETFs
Digital asset management
Professional wealth management
Portfolio management software
Funds discount and funds cashback
Fixed-term deposits
No personnel costs for you. We adapt our solution to your corporate identity. We handle the marketing, processing and support of the products listed on the platform. You will receive a regular statement of your earnings from us.
Satisfied users
High customer loyalty
Permanent additional income
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.