Investment Data
by MX · Wealth and investment platforms · Lehi, UT, United States
Aggregates and normalizes external brokerage and retirement account holdings alongside financial institution data.
What Investment Data does
- External brokerage account aggregation
- Retirement account aggregation
- Investment holdings visibility
- Data normalization across investment types
What Investment Data is used for
- Provide complete financial picture to consumers
- Access investment data alongside institution accounts
Who Investment Data is for
- Banks
- Credit unions
- Fintechs
About MX
Financial data platform for account aggregation, verification, analytics and consumer engagement.
MX in the vendor registry: its products, features and similar vendors.
Also by MX
- Account Aggregation: Enables consumers to connect and view all financial accounts in one place with reliable, lasting connections.
- Instant Account Verifications: Provides instant account detail, ownership and balance information to streamline account opening and reduce abandonment.
- Data Enhancement: Cleanses and normalizes financial transaction data into categorized and consistent data for analytics and digital experiences.
- Customer Analytics: Provides complete account view and analyzes consumer financial data and behavior to drive personalization and growth.
- Financial Insights: Delivers actionable, data-driven insights and personalized financial guidance surfaced through preferred consumer channels.
- Financial AI Assistant: Provides AI-powered conversational interface for consumers to ask about their money using real permissioned financial data.
More in this category: Wealth management and investment platforms.
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