Bank Aggregation API

The Wealth Reader API solves a critical problem in the banking and asset management industry, facilitating the transfer of funds and investment portfolios by automatically obtaining ISIN and DGS codes. This complex manual process is simplified, improving efficiency and avoiding loss of business for those portfolios that are not transferred. 

Our API provides an immediate and accurate response, ensuring customer satisfaction and reinforcing our position as the best option for all banks. We are also solving a problem for ERPs and EAFIs, who currently need multiple applications to view their entire wealth. With Wealth Reader, they can get all the financial and non-financial information about their wealth in a consolidated view.

 Our goal is to lead as the best financial aggregation API, acting as the essential connector between our customers and the most innovative solutions to complex challenges, consolidating our position as the preferred provider in the financial area.

This approach contributes to sustainability by reducing inefficiency and dependence on manual processes in the banking and asset management sector. 

Automating the retrieval of the ISIN code for the transfer of funds and portfolios not only improves operational efficiency but also reduces resource consumption, such as paper and energy associated with manual processes and human intervention, minimizing errors and speeding up service. This contributes to greater operational sustainability by optimizing resource usage and improving productivity in the sector.