Enhance personalised wealth services with real-time access to comprehensive data.
Fiskil's API enables wealth managers to access comprehensive client financial data in real-time.
The problem
Wealth management firms struggle to provide personalised investment advice and portfolio management services due to limited access to comprehensive client financial data. Traditional methods of data collection and analysis are manual, time-consuming, and prone to errors, resulting in suboptimal investment strategies and client outcomes.
The solution
Fiskil's API provides wealth management firms with real-time access to comprehensive client financial data. By integrating Fiskil's platform, firms gain insights into clients' goals, risk profiles, and preferences, enabling tailored recommendations and portfolio strategies. This enhances client satisfaction, improves performance, and drives growth.
"Partnering with Fiskil on our open data needs has been a game-changer for us in delivering and maintaining our data holder solution."
Fahad Liaqat at Pacific Blue
Executive Manager Operations and New Markets
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