The user enters the data collection flow in your app or on your website. The first step the user takes is to select their current investment provider to fetch information for net worth consolidation or to initiate a transfer.
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The user then authenticates themselves using single sign on.
After consent has been obtained, Insurely collects the user’s investment data on their behalf in real-time. The data is collected, cleaned, standardized and returned to the third party within seconds.
The data can now be used by the investment provider to initiate a transfer of assets, net worth consolidation or to enhance wealth advice. The customer is also able to view all investments and investment savings in one view.
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Increase trust and satisfaction by offering personalized wealth advice based on customers’ own investment data.
Increase assets under management with a more accurate insight into a customers investing habits as well as their risk appetite, whilst simultaneously allowing customers to transfer within minutes.
Get more accurate insights into your customers' investment portfolio, investing habits and risk appetite.
Investment Data Access is currently available in Sweden. We are continuously expanding our services, so please contact us if you have questions about our market coverage.
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Investment Data Access enables access to data directly from your customers’ current investment providers in real-time. This data can then be used for a number of different use cases. To use the data for your use cases, you can access the collected investment data through a few different data access methods, including APIs, our pre-built user interfaces, and through Advisory tool.
Visit our documentation to get more details about how Investment Data Access works from a technical perspective or contact us.