Financial Data Aggregation

An open API-first approach to total wealth aggregation, allowing a single direct connection to multi-custodial data for FinTechs, RIAs, and TAMPs through the industry’s only Wealthtech-as-a-Service platform.

Trusted by Industry Leaders

Types of Wealth Data Aggregation

Wealth data captures the full scope of client finances, including investments, accounts, and holdings across all asset classes and custodians. BridgeFT’s total wealth data aggregation delivers high-quality, multi-custodial data through seamless API connectivity. Connect once, access multiple data sources.

Multi-custodial

Insurance/Annuities

Banking & Held Away

Market Data

Single direct connection to all the major financial custodians. Connect one, access many. API-first approach delivers the highest quality trade-ready data.

Data streams that are often more difficult to access through traditional aggregation solutions.

Data such as bank accounts, mortgages, credit cards and more that financial institutions rely on.

Access to real-time data, historical, delayed and tick stock and options prices.

BridgeFT's Data Advantage

Comprehensive Coverage

More than 900+ direct feeds from custodians, back office providers, broker-dealers, correspondent clearing firms, prime brokers, banks, insurance carriers, asset managers, retirement plan providers, 401(k) recordkeepers and more.

Direct Access

Multi-custodian financial data aggregation offers a “single source of truth” gathered and processed daily directly from each individual custodial source, including all transactions and transaction codes, gain/loss, individual tax lots, original values and prices, and other essential client and account metadata.

Data Validation

Automated quality controls and built-in anomaly detection ensure data integrity right at the source—from ingestion process monitoring and verification of custodian reporting values to day-over-day data element checks.
Real-time monitoring using machine-learning and statistical analysis capture inconsistencies, errors and invalid values.

Availability

Modern, API-first connectivity to essential data that is available daily prior to market open with on-demand and bulk access to all data elements when and where they are needed. Enhanced micro-batch, event-driven data ingestion process ensures data is trade-ready and available as early as possible.

The WealthTech API Platform Difference

Modern, API-First Platform

One, Standardized Data Model

Direct Access to Custodian Source Data

Normalized API interface

Full Data Fidelity

Unmatched Data Depth and Enrichment

Compare

Build a Better, More Modern Data Advantage

BridgeFT WealthTech API

Traditional Methods (Legacy Providers/Custom Build)

Purpose Built, Cloud-native, Open API-first Framework – Fully Documented

Single Integration, Access Many Direct Custodial Sources

Developer Guides, Recipes and Pre-Built Connectors

Development Sandbox

Developer-to Developer Support

Establish and maintain a data file infrastructure / sFTP sites

Batch processing workflows for each Custodian and/or Data Source

Establish and maintain a database; compliance risks related to storing client PII

Requires in-house data expertise to support normalization and enrichment

Management of data distribution strategy to downstream apps

Visit WealthTech API

Over 900 Critical Data Sources

Go Beyond Financial Data Aggregation

The WealthTech API is designed with the essential tools needed to maximize the effective utilization of data. As an API-first SaaS platform delivering modern, future-proof technology, firms gain a significant competitive advantage with BridgeFT’s data services.

Normalize

One, Standardized Data Model: Standardized data offering a single source of truth for internal and external use cases

Normalized API Interface: Normalized set of data elements are available via our open API, removing the complexities and intricacies of each individual source.

Full Data Fidelity: Complete and full records with nothing left behind or truncated

Unmatched Data Depth: Critical data elements are made available

Enrich

Core Data Enrichment: Proactive enrichment methods to close data gaps and/or smooth incomplete values to ensure consistency

Advanced Calculations: Automatic performance calculations (TWR & IRR) and portfolio analysis—on every account

Data Infusion & Overlays: Blending of robust market and financial datasets to reduce data orchestration and streamline development

Forward Fill Lots and Positions, Calculate Balances from Key Values, Calculate Balances from Transactions, Calculate End of Day Values (by Security), Long/Short Holdings Breakdown, Standardize Pricing Factors Record Cash as a Position

Analyze

Analytics-ready Data: Clean, high-quality, normalized and comprehensive data that is critical for accurate insights and analytics

Data-driven Insights & Analytics: Pre-computed business, advisor, client and operational analytic packages to drive informed decision-making at all levels

Embedded capabilities that focus on solving specific wealth management use cases and business challenges by providing instant access to a set of high-value insights through a single API.

Business/Firm Level, Advisor Level, Client/Account Level, Operational Level

Build vs. Buy

Pros/cons lists for both building and buying

Real success stories of companies who made the decision to buy

When is the right time to invest in WealthTech?

The importance of having a future-proofed data infrastructure

Download eBook

View All Resources