Read and write customer data
Obtain or update your customers’ master data stored at their custodian banks directly from your application.
Benefit from efficient KYC processes for each custodian bank you are connected to and boost your productivity.
Based on OpenWealth
Implement the leading API standard in wealth management, supported by the Swiss open banking ecosystem.
Enabling your use cases
Streamline customer onboarding ...
Onboard your customers in a fully digital way. Enter a new customer’s data into your CRM tool and trigger customer openings at selected custodian banks with just a few clicks.
... and lifecycle management
Instead of checking and answering KYC reviews, you can now automatically transmit customer master data updates made in your application to the respective custodian banks.
Who you can connect to with this API
Services related to Customer Management
Enable your customers to aggregate all their custodial account data (positions and transactions) in an application of their choice.
Enable your customers to place trade orders with their custodian banks and receive their status in an application of their choice.