Solution introduction
Create the future of wealth management.
A REST API for portfolio management and trading. Import and store data, run calculations and reports, trade, rebalance and bill your portfolios.
Wealth managers demand a lot, sometimes more than their software can deliver. Often teams must create custom technology solutions to keep up. Calculating rates of return, building a tax engine or working out trading logic can be difficult and time-consuming. What if there was a better way?
wealthlab.io is a groundbreaking stand-alone REST API for professional wealth managers and their technology teams. Easily create client portals or wealth management apps using our well-documented APIs.
