Wealth, the investment and wealth data aggregator

Whether you’re a private bank, an insurer, an asset manager, a fintech or insurtech firm, or a management software publisher, Wealth makes it possible to aggregate all life insurance policies, securities accounts, stock funds, retirement and employee savings agreements in order to offer your clients a complete view of their assets and make more informed investment decisions.

 

Ready to try it out? Contact us

DATA
Detailed investment data

  • Access to asset accounts (securities, stock funds, endowment contracts, life insurance, retirement accounts of various types)
  • Automated comprehensive view of the asset portfolio
  • Detailed investment data: ISIN code, quantities of assets, purchase price, etc.
  • Advanced real-time data
  • Payment accounts, card accounts, loans, accessible short-term savings available on Bank

New:
 Crypto & Trading data

For a complete view of assets and their performance, crypto-related data can be aggregated from specialized platforms (Coinbase, Kraken, Binance, etc.).


Benefits:

  • Global and automated view of the asset portfolio
  • Data pushed in real-time
  • Secure access to data
Ready to try it out? Contact us
+ 0
Institutions in
France and abroad

API
Simple integration
Speeding onboarding

Ready For developers!

  • API that meets the REST and OAuth 2.0 standards
  • Data sent in real time to your webhooks
  • Readable, exhaustive data models in JSON format for easier use 

Ready to try it out? Documentation

GET /users/me/investments
{
  "investments": [
    {
      "id": 254681,
      "code_type": "ISIN",
      "code": "FR0009061084",
      "label": "TOTAL ACTIONNARIAT FRANCE",
      "valuation": 159123.72,
      "unitprice": 0.0,
      "unitvalue": 22.2613,
      "quantity": 243.9626,
      "portfolio_share": 0.886,
      "diff": -20.648113542,
      "diff_percent": 0.7186,
      "prev_diff": null,
      "vdate": "2020-03-06",
      "prev_vdate": null,
      "detail": {
            "performance_1_year": -0.002847,
            "performance_3_years": 0.012554,
            "performance_5_years": 0.023518,
            "srri": 3,
            "asset_category": "International Stocks",
      },
      "original_valuation":  null,
      "original_unitprice":  0.312,
      "original_unitvalue":  null,
      "original_diff":  null,
      "calculated":  [ "diff_percent" ],
      …
    },
    …
  ]
}

1. Create your account

2. Test and access the documentation
3. Onboarding: Let our experts guide you

4. Use the API on your own and get personalised support

Over 230 clients,
over 230 ways
to use our API

See the outstanding experiences our partners have had

Centralising data from wealth clients to enable advisors to deliver expert advice in real time.

Consolidating all bank cards, life insurance, investments, and savings via an application offers the user a comprehensive view of their assets and personalised advice.

>> Learn more

The asset management robo-advisor offers optimised savings at more affordable costs thanks to 100% digital service and aggregation of all of the user’s accounts.

>> Learn more

The leading employee/retirement savings aggregator enables a consolidated view of all of the user’s assets, whether in the form of employee savings, retirement savings, or stock plans.

>> Learn more

Data security and GDPR compliance

Budget Insight is authorized by the ACPR and meets the highest regulatory and security requirements

Check out our other products

 
 

 

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