About Wealth Reader
Wealth Reader is a financial analysis software from Wealth Dynamics that provides insights into investment opportunities. It includes advanced reporting tools, real-time market data, and portfolio tracking so users can make informed financial decisions. The software supports both individual and institutional investors by offering comprehensive analytics that can help drive investment strategies. Wealth Reader's user-friendly interface allows for easy navigation and access to essential financial information. Key capabilities: real-time data analysis customizable reports portfolio management risk assessment tools multi-asset tracking Best for: financial analysts and investors who need to evaluate and manage diverse investment portfolios.
Wealth Reader is an advanced Banking Aggregation API designed to provide comprehensive access to financial data across multiple institutions, making it a powerful tool for fintech companies, banks, and software manufacturers seeking detailed insights beyond standard PSD2 limitations. Unlike typical open banking solutions, Wealth Reader captures granular information on all financial products, including current accounts, credit cards, investment portfolios, pensions, and insurance, enabling clients to construct a complete financial picture for their users. Its architecture is API-first, delivered via a RESTful interface with OpenAPI v3 (Swagger) documentation and widget integration guides, ensuring rapid and seamless integration into modern software ecosystems. The platform also offers specialized data products such as verification of ownership and retrieval of ISIN codes, which are crucial for wealth management, compliance, and reporting purposes. Performance and reliability are emphasized, with guaranteed response times under strict SLAs, backed by ISO-27001 certification and authorization by the Bank of Spain, ensuring enterprise-grade security and operational stability. Wealth Reader’s capacity to connect any bank within days provides unmatched flexibility, particularly for global or niche financial service providers.
Pros & Cons
- Provides a bank aggregation API that connects transactions, accounts, and financial data into one optimized system
- Complies with ISO-27001 security standards, is externally audited, and authorized by the Bank of Spain, ensuring strong regulatory credibility
- Offers direct access to more than 150 banks and asset managers worldwide, with the ability to add new connectors within days
- Supports multiple financial data types including current accounts, credit cards, investment portfolios, debt, receipts, insurance, and real estate
- Pricing information is not publicly disclosed, requiring direct contact for cost evaluation
- Coverage limited to 150+ banks, meaning institutions outside the network require custom integration
Features
Key features
The core product is an API that connects to and aggregates data from banks and asset managers globally.
It offers direct access and connectivity to over 150 of the world's leading banks and asset managers.
The solution is ISO-27001 certified and authorized by the Bank of Spain, ensuring compliance with top security standards.
If a bank is not supported, the company guarantees connection within days, ensuring flexibility.
The API can retrieve data on current accounts, credit cards, investment portfolios, debt, and more.
The product is fully developed and managed in Spain, offering local support and guaranteed response times under strict SLAs.
Additional features
The core product is an API that connects to and aggregates data from banks and asset managers globally.
It offers direct access and connectivity to over 150 of the world's leading banks and asset managers.
If a bank is not supported, the company guarantees connection within days, ensuring flexibility.
The product is fully developed and managed in Spain.
The solution complies with the highest security standards, including ISO-27001 certification and authorization by the Bank of Spain.
The in-house team provides local support with guaranteed response times under demanding Service Level Agreements (SLAs).
The API can retrieve data related to current accounts.
The API can retrieve data related to credit cards.
The API can retrieve data related to investment portfolios.
The API can retrieve data related to debt.
The API can retrieve data related to receipts.
The API can retrieve data related to insurance.
The API can retrieve data related to real estate.
The API can retrieve specialized data related to Spanish regulatory rules 43, 19, and 57.
A specific product function is available for verifying the ownership of accounts.
A product function can obtain ISIN codes and DGS information.
A product function can analyze and provide the composition of investment portfolios.
Developers are provided with access to necessary documentation and support resources.
The platform undergoes external audits to verify its security standards.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About Wealth Reader
Wealth Reader is a financial analysis software from Wealth Dynamics that provides insights into investment opportunities. It includes advanced reporting tools, real-time market data, and portfolio tracking so users can make informed financial decisions. The software supports both individual and institutional investors by offering comprehensive analytics that can help drive investment strategies. Wealth Reader's user-friendly interface allows for easy navigation and access to essential financial information. Key capabilities: real-time data analysis customizable reports portfolio management risk assessment tools multi-asset tracking Best for: financial analysts and investors who need to evaluate and manage diverse investment portfolios.
Wealth Reader Details
Wealth Reader's In-App Market Place
Does Wealth Reader have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
No
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£), AUD (A$), CAD (C$), INR (₹), JPY (¥), CNY (¥), CHF (CHF), SGD (S$), HKD (HK$), NZD (NZ$), ZAR (R)
Pros & Cons
- Provides a bank aggregation API that connects transactions, accounts, and financial data into one optimized system
- Complies with ISO-27001 security standards, is externally audited, and authorized by the Bank of Spain, ensuring strong regulatory credibility
- Offers direct access to more than 150 banks and asset managers worldwide, with the ability to add new connectors within days
- Supports multiple financial data types including current accounts, credit cards, investment portfolios, debt, receipts, insurance, and real estate
- Pricing information is not publicly disclosed, requiring direct contact for cost evaluation
- Coverage limited to 150+ banks, meaning institutions outside the network require custom integration
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