Plaid for Wealth
from Plaid
Account aggregation and data synchronization solution for wealth management platforms, enabling secure client-permissioned access to financial accounts with real-time transaction data and support for thousands of financial institutions.
Category:
Portfolio Management Systems
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.
Plaid for Wealth
Category:
API Management
Systems for developing, managing, securing, and monitoring APIs that connect banking systems internally and with external partners.
Plaid for Wealth
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