Solution introduction

At Wealth Reader, we specialize in offering a single, yet powerful API designed to fit a wide range of needs. With the flexibility to retrieve information from all banking products with an unprecedented level of detail and depth, or, if you prefer, you can limit yourself to extracting only the data that really matters to your business. As inclusive or exclusive as you need it, with the control in your hands.

Unlike other solutions on the market, we do not have a data ambition nor do we aim to be everything to everyone. Our goal is clear: to be the best banking aggregation API in Europe. This vision allows us to maintain a focus on product excellence, ensuring our API is the most efficient, secure and reliable.

Banking
Wealth Reader is a versatile tool that goes beyond facilitating transfers of funds and pension plans, and optimizing portfolio management.

Verification of ownership and access to: detailed information on loans, confirming, factoring, insurance, credit cards and other financial products makes us a unique trusted provider to cover the bank's current needs and any future needs.

Banks gain the ability to adapt to the demands of the current market, offering high-quality digital experiences that attract new customers and build loyalty among existing ones.

Family Office
We understand the unique challenges family offices face and that wealth management requires a detailed and consolidated view of a wide variety of assets. Our technology offers just that: real-time financial data aggregation that feeds detailed and up-to-date reports. This greatly simplifies the task of financial advisors, allowing for a level of personalized service that is essential in the unique environment of a family office.

This allows family offices to make more informed decisions, freeing up time and resources that can be spent on more sophisticated investment strategies and more personalized advice.

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