wealth Optimizer
Highest data quality and financial recommendations integrated into your front end
With the “wealth Optimizer” module, you can provide your clients with personalized recommendations for investment products based on real asset and portfolio data. These functions fit seamlessly into your existing front end.
Easy integration
This is how the "wealth Optimizer" works.
With our wealth Optimizer solution, your users get a simple overview of all of their assets. The solution recognizes and visualizes risks and opportunities and suggests suitable products to your customers – all in the familiar design of your existing solution.
Optimize your offer through personalization and enable your customers to make individual financial decisions. Use your existing reach to tap into additional monetization opportunities.
Simple data collection via interfaces to banks and brokers
Smart product suggestions from our wealthAPI AI
Seamless integration into your existing solution
The advantages
Your advantages with theIntegration of wealth Optimizer.
Do your customers want additional personalized tools to optimize their own finances, but you don’t have the interfaces or licenses to retrieve the necessary data? We give you access to this data and the intelligent product suggestions that can be generated from the data. You are given an additional opportunity to monetize your existing reach.
Satisfied users
High customer loyalty
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
Do you have any questions?
Get in touch:
We will contact you as soon as possible to discuss your requirements.