wealthAPI PLUG & PLAY

Turn your platform 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.

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More revenue from your customer base

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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.

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Everything from a single source: we take care of processing and support.

This allows you to generate additional income without any effort on your part.

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Simple data collection via interfaces to banks and brokers

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Smart product suggestions from our wealthAPI AI

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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? With Plug & Play, we provide you with a ready-to-use solution for accounts, securities accounts and more, which also generates additional revenue streams for you.

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Satisfied users

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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.

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Satisfied users

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High customer loyalty

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Permanent additional income

Do you have any questions?
Get in touch:

We will contact you as soon as possible to discuss your requirements.

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