Solution introduction

Connect investment accounts with the highest quality data

Finlink is Vumi's API that facilitates the aggregation, categorization, and enrichment of investment product transactions. It offers a single point of access for banks and financial institutions, simplifying the management and analysis of financial data

The core of the next generation of wealth management
Gain a comprehensive view of your investments and assets, as well as a deeper understanding of your investment accounts, all through a single source of data.

Aggregation
Vumi simplifies wealth management by centralizing and standardizing financial information into a clear and accessible format.

Categorization
Vumi features an advanced categorization engine capable of identifying all types of transactions: purchases, sales, dividends, splits, scrip dividends, mergers, spin-offs, interest, commissions, rights, and more.

Enrichment
Vumi fills in the missing data for financial institutions, adding key information such as stock exchange, ISIN, and currency.

 

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.