wealthAPI Pure
Portfolio analysis - as a Service
With our modular system, we offer you everything you need to integrate a portfolio analysis solution. Our multibanking-capable Software-as-a-Service modules allow your IT to concentrate on the essentials. Our algorithms do the detailed work.
Financial manager
Recognize asset situation
One-click import
Seamless import of accounts and securities accounts
Recognize risks
Optimize portfolio
Portfolio performance
Seamless import of accounts and securities accounts
Understanding customers - but the right way
Take your customer understanding to a new level.
Our wealth AI collects important key figures such as portfolio performance, composition, liquidity flows, investment preferences and much more. Based on these key figures, you can suggest specific products to your customers or access our integrated product catalog.
Satisfied users
High customer loyalty
Permanent additional income
Modern and agile technology
wealthAPI follows the agile method.
We deliver high code quality through test-driven development plus the 4-eyes principle for quality and security. We implement customer-specific extensions in short iterations.
Agile
Scalable
Robust and compliant
Easy to integrate
Our APIs can be easily integrated into existing solutions.
wealthAPI provides excellently documented APIs. Your advantage: All data can be integrated into your offering at any touchpoints via APIs.
Cost-effective
Excellent API documentation
Can be integrated into existing solutions
Add-ons available
wealthAPI integrates thousands of banks and brokers.
In addition, data such as fund profiles are integrated. Our analysis platform enables the cost-effective integration of additional data sources.
Regional and sector classification
ESG criteria
Course data
What is the PURE pricing?
| EUR per month per user | PURE | Per add-on |
|---|---|---|
| Basic license (0 - 1,000) | 1.250,00 € | 500,00 € |
| 1.001 - 5.000 | 0,22 € | 0,10 € |
| 5.001 - 10.000 | 0,20 € | 0,09 € |
| 10.001 - 25.000 | 0,18 € | 0,08 € |
| Available as an add-on | AI-based product recommendations | |
| Dividend Planner | ||
| Cashflow Analyzer | ||
| Contract Analytics | ||
| File import (pdf and csv import) | ||
| Crypto | ||
More than 25,000 users on the platform? Then contact us via our contact form (see below) to receive Enterprise Pricing.
Compliance Regulatory
As a regulated institution, wealthAPI is secure and compliant.
wealthAPI is a BaFin-regulated account information service provider in accordance with ZAG. Our internal processes are continuously checked for compliance and security.
Established testing and compliance processes
High standards
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.