Product
Investment Data Access
Increase your Assets under Management by making it simple for consumers to collect, view, and move their investments to your services.
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Advice that hits the mark.
Understand key details of your customers investments such as beneficiary information, interest rate and all types of fees.
Personalized investment advice gives you the insights to connect, the data to deliver, and the edge to dominate.
With complete visibility, you’ll never give bad advice again. Help your customers move smarter and faster.
Provide deeper, sharper, more personalized advice that earns trust and loyalty.
100% full financial picture.
Gain a full picture of your customers' investments from ISK, KF and custodial accounts .
From fees, performance to monthly savings – you’ll know everything. Real-time data means your advice isn’t just good, it’s spot on.
Why guess when you can know? Understand in depth what your customer investment strategy is and help them make more money in the long run.
Reduce risks and increase wealth.
Investment advice is fundamentally built on trust. The greater the trust, the greater the money making potential. With Insurely, combine personal, in-depth interactions with advanced data insights to thoroughly understand your customers, their finances and their retirement plan.
Spend less time gathering data and more time advising.
A crucial decision as a customer is how much your bank or financial provider understands you.
Why Insurely?
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All-in-one provider.
With Insurely you can access customers Investment, Pensions, Loans, Mortgages and Insurance information.
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Effortless integration.
Plug and play with Advisor Dashboard or seamlessly integrate with Pre-Built User Interfaces for a frictionless experience. Choose API in order to access and use data directly in your applications-just the way you want.
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Security.
Secure FIDA compliant solutions to ensure you're ahead of your competitors.
How to create the personalized investment advice use case.
Data Access Method
Advisor Dashboard
Empower your advisors to give valuable advice in less time by giving them access to customers’ investment and financial data in real-time in a single overview.