Wealth
Provide users holistic advice and grow assets under management
Or, get API keys
Customers using this solution
The Problem
The ProblemSourcing robust held-away account information is challenging due to low-fidelity data and poor conversion rates. Additionally, account funding workflows remain error prone and cumbersome for investors, creating roadblocks to growing assets under management.
The solution
The solutionPlaid enables financial advisors and wealth management platforms to aggregate held-away account information to deliver more holistic financial advice. Firms can also use Plaid to better grow AUM through streamlined ACH account funding — with conversion rates that often far exceed the competition.
Products and Benefits
Understand a user's investments
Investments delivers insight into a user's investment accounts, including account balances, holdings, and transactions that create a change in a holding
Streamline ACH account funding
Auth allows you to authenticate accounts at all US depository institutions to power ACH account funding transactions. Further mitigate ACH risk by using our Balance and Identity products
Beta
Smart, simple money movement
Bank Transfers (beta - US only) provides a smarter, simpler money movement solution and a path to faster customer activation, with visibility into payment success, multiple payment types, and bank partner flexibility
