Wealth API
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, the Wealth API 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.

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 the Bank API


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
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 200 clients,
over 200 ways
to use our APIs
See the outstanding experiences our partners have had


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

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>> Learn moreData security and GDPR compliance
Budget Insight is authorised by the ACPR and meets the highest regulatory and security requirements