Tink Investments is a software solution providing access to and analysis of investment and pension data. It helps financial institutions improve their services by offering a streamlined onboarding process, providing comprehensive financial insights, and enabling personalized wealth management experiences. The software extracts investment account data, including account holder information, account data, balance data, holding data (ISIN, quantity, and price), and financial instrument data, reducing application times. It supports a broad range of investment accounts (Equity, ISK accounts, Funds, Pensions, and Bonds), providing a detailed breakdown of data points for a holistic view of a user's investments and pensions. Data is harmonized, cleaned, and standardized, allowing for the extraction of real value and insights. The software helps reduce friction and grow assets under management by fetching a user's existing investments to enable seamless asset transfers. Furthermore, it allows users to aggregate their investment data in one place for a complete picture of their net worth, enhancing the digital user experience and personalizing wealth advisory services by understanding consumer preferences and investment experiences.

Features

Extract Customer Investment Data

• Access real-time holding data from investment and pension accounts, providing a 360-degree holistic view of a user's investments.
  • Complete investment account data including account holder information, account data, balance data, holding data (ISIN, quantity and price), and financial instrument data.
  • Supports various account types including Equity, ISK accounts, Funds, Pensions, and Bonds.
  • Detailed investment holding data points such as holding value, quantity, acquisition price, ISIN, and name.

Streamline Onboarding

• Reduce friction and grow assets under management by fetching user's existing investments for seamless asset transfers.
  • Pre-filled information on existing user assets streamlines the onboarding process.
  • Avoids headaches and enhances onboarding by fetching user’s existing investments.

Enhance User Experience

• Augment your digital user experience by allowing users to aggregate their investment data in one place to get a full picture of their total net worth.
  • Provides a holistic understanding of user finances.
  • Personalized wealth advisory experience tailored to consumer preferences and investment experiences.

Harmonized Data

• Receive up-to-date, cleaned and standardized investment data for valuable insights.
  • Get up-to-date, cleaned and standardized investment data.
  • Extract real value and insights from the data.