Company
Category
Market Data & Research
Released
21 October 2019
Type:
Open API

Wealth Manager Toolbox

Contact us

About the partnership

Simplewealth enables asset managers to aggregate into a unique clean dataset the inputs from their custodians. Our tool understands the custodians' inputs and translates them into one simple view for the asset manager to work on.

Key features

  • Aggregation between custodians