Banking API — Wealth Management
Automated Net Worth Tracking and Calculation API
Calculate and track net worth automatically from aggregated financial accounts. Monitor wealth growth over time with automated asset and liability tracking.
Net worth tracking requires aggregating assets and liabilities across all accounts. Fiskil automates net worth calculation by aggregating financial accounts and tracking balances over time.
The Challenge
People don't know their true net worth because assets and liabilities are scattered across many institutions.
The Solution
Aggregate all assets and liabilities to calculate net worth automatically with historical tracking.
Capabilities
How Fiskil Helps
Asset Aggregation
Aggregate bank accounts, investments, superannuation, property, and other assets.
Liability Tracking
Track mortgages, loans, credit cards, and other liabilities.
Real-Time Net Worth
Calculate current net worth in real-time as account balances change.
Historical Tracking
Track net worth changes over time to monitor wealth growth.
Implementation
How It Works
Connect All Accounts
User connects all bank accounts, investment accounts, loans, and credit cards.
Aggregate Balances
API aggregates all account balances to calculate total assets and liabilities.
Calculate Net Worth
System calculates net worth (assets minus liabilities) automatically.
Track Over Time
Monitor net worth changes with historical charts and growth metrics.
In Practice
How Teams Use This
Personal Finance Dashboard
A finance app provides automated net worth tracking for wealth-conscious users.
Users with net worth tracking grow wealth 2.5x faster by monitoring progress toward goals.
Wealth Management Platform
A wealth platform uses net worth tracking to demonstrate value to clients.
Client retention improved by 35% with visual demonstration of wealth growth over time.
HNWI Dashboard
A family office dashboard tracks net worth across complex asset structures.
Automated tracking saved $80k annually in manual wealth reporting costs.
Technical Details
What You Integrate With
API endpoints
GET /net-worth/currentGET /net-worth/historyGET /net-worth/breakdownPOST /net-worth/calculate
Data returned
Total assets
Total liabilities
Net worth
Asset breakdown
Historical net worth
Growth rate
Authorisation
OAuth 2.0 / CDR consent
Real-time data access.
Ready to get started?
Get your API keys today and start building with Fiskil's Banking API.
FAQs
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