REST-driven access to all your portfolios, positions and financial transactions. The fully documented API allows you to access your data at any time and supports custom exports for the financial accounting tools or any other front-end tools.

One Data Features and More:

Data Consolidation and Integration
The seamless consolidation and integration of financial data is becoming increasingly important in the wealth management value chain in the age of open banking. Let us do it for you! Our data model allows maximum flexibility in the desired data format.

Message Interpretation and Reconciliation
Even though standards in financial communication are becoming established, they leave room for interpretation and tend to pose a challenge in further processing and consolidation. This usually leads to a lot of manual intervention. Our self-learning, AI-driven data processing software automatically processes up to 98% of incoming messages. At the same time, it learns and improves with each message processed.

Rest API
To provide all types of platforms and systems with targeted and immediate access to their consolidated and cleansed financial data, we use a fully documented Rest API. It provides you with information at the most detailed transaction level (fees, taxes, etc.).