High-quality wealth data
Use and provide near real-time or end-of-day position and transaction data in a highly standardized format.
Easy, global access
Gather all your customers’ financial assets (securities, cash, loans, etc.) through the use of a single API.
Based on OpenWealth
Implement the leading API standard in wealth management, supported by the Swiss open banking ecosystem.
What You Get From This API
- Lists of authorized customers and respective accounts
- Details about account types and linked portfolios
- Data on any position (securities, cash, loans, etc.)
- Data on all transactions affecting position bookkeeping
Enabling your use cases
Create holistic wealth overviews
Retrieve and compile investment, asset and account information to consolidate all of your customers’ wealth into one comprehensive financial picture.
Enrich your customer portfolios with credible ESG data
Bring transparency to your customers’ wealth and investment portfolio by identifying the impact of their assets against ESG criteria. Build trust in a standardized and efficient way.
Automate the refund of withholding tax on dividends
Conveniently read into securities custody account data and digitally submit refund requests to foreign authorities to provide your customers with a simple, yet powerful value proposition.
Who you can connect to with this API
Services related to Custody Services
Enable automated onboarding processes and lifecycle management for your customers by accessing customer data, KYC and documents.
Enable your customers to place trade orders with their custodian banks and receive their status in an application of their choice.