Sourcing 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.
Plaid 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.
How It Works
Integrate with Plaid
It takes just a few lines of code to drop our front-end module into your app or digital service. Your users will be prompted to connect their investment or bank account, which will launch the Plaid module.