Investments | Access pensions and investments data

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How can Investments help you?

Here's how investments can help.

Extract customers investment and pension account data

360 Holistic view of a user’s investments. Receive up-to-date data straight from the user’s platform.

Reduce friction and grow assets under management

Avoid headaches and enhance your onboarding by fetching a user’s existing investments to enable a seamless transfer of assets.

Augment your digital user experience

Let users aggregate their investment data in one place to get a full picture over their total net worth.

Personalise your wealth advisory experience

Understand consumer preferences and investment experiences to tailor your wealth management services.

Key Data Points

Investments supports a broad range of investment accounts and gives a detailed breakdown of data points to holistically capture a users investments and pensions data.

Complete investment account data

Reduce your application time with account holder information, account data, balance data, holding data e.g (ISIN, quantity and price) and financial instrument data.

Wide breadth of account types

Tink provides access to 5 different types of accounts including Equity, ISK accounts, Funds, Pensions and Bonds, allowing for a full view of a user's assets. The investment product provides detailed investment holding data points such as holding value, quantity, acquisition price, ISIN and the name to enable a wide range of use cases.