the all-in-one wealth management API

The REST API for FinTech vendors, banks, broker dealers and TAMPs

Test Drive the API Contact Us

 

wealthapi.io is the most robust portfolio management and accounting API available to financial services technology teams. Our API allows Broker Dealers, TAMPs, RIAs, banks, FinTech apps and custodians to save years and hundreds of thousands of dollars on development of boring backend functionality like time weighted return or complex rebalancing trade logic + much much more. FinTech today is moving fast, and wealthAPI allows you to leapfrog the competition and focus on building an exceptional client experience.
 
  • REST based
  • MS SQL compatible
  • Import custodian, held-away or manual accounts
  • Accounts and stores households, clients, accounts, securities +
  • 100+ financial calculations
  • Rebalance, trade & real-time order management
  • Fee billing & commission payouts
  • 25+ broker & custodian imports
  • Multi-currency engine handles stocks, bonds, fixed income, options and more
  • Detailed, interactive documentation that builds your API calls
  • Integrated job runner for queuing multiple or recurring API calls
  • Install on your own hardware or have us host it
  • Reconcile your own daily imports or have us manage them
  • Run stand-alone or with the FinFolio portfolio management ui

Looking to start or expand your current wealth management division? Todays top advisors are looking for more than just a good payout and compliance services. Technology is at the forefront of advisors and clients minds today and having a fluid user experience for them is quickly becoming non negotiable. Contact us today and one of our industry experts will be happy to discuss if wealthAPI is a good fit.

 
 

 

What does the API do? 

100+ Calculations

Over 100 financial calculations, which can be run at the household, strategy, client or account levels.

Tax Engine

Tax engine calculates cost and gains, allowing harvesting and tax sensitive rebalancing.

Flexible

Powerful filters and groupers for slicing and dicing your portfolios. Model "what-if" scenarios like before/after rebalancing.

Reports

Work with raw JSON data or run pre-configured reports in HTML or PDF. Build reports using 20+ report components.

Rebalance

Rebalance to powerful models with multiple target tiers (e.g. asset class), model-of-models, tolerance brackets, purchase orders and more.

Householding

SMA trading with strategies, and
UMA trading with multiple sleeves across one or more accounts.

Order Management

Buy/sell blocks for individual securities. Order management with block trading via FIX, supporting tradeaways and step outs

Trade Compliance

Pre-trade compliance with equivalency sets, rounding rules, security holding periods, etc.

Billing

Fee schedules support billing tiers, single payments, asset class-specific fees, etc. In-advance or arrears with flexible debit options.

Payouts

Payouts let you assign role-based payout schedules and distribute fees across a network of stakeholders.

Custodial Imports

25+ direct imports including Charles Schwab, TD Ameritrade, Pershing and over 14,000 more non-direct imports

Held-Away Assets

Import from aggregators including Quovo, ByAllAccounts, DST and more.

 

 

 

Integrations

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More Integrations ›

In the Press

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More Press ›

 

  

 

Support

slack_logo.jpg   Need help? FinFolio sets up a private Slack channel for your team. Slack lets our support team answer easy questions but painlessly escalate when necessary, all the way to our core development team. You also have voice support for when you have questions or troubleshooting that need deeper attention.
 

Try it out

Want access to the sandbox? Click below, fill out the form and we will provide login info.

Test Drive the API

WealthAPI
3000 Lawrence St
Denver, CO 80205
sales@wealthapi.io
720-206-0660