APIs Experiences Developers Pricing Company Try it Contact Login Wealth API The investment and wealth data aggregator Whether you’re a private bank, an insurer, an asset manager, a fintech or insurtech firm, or a management software publisher, the Wealth API makes it possible to aggregate all life insurance policies, securities accounts, stock funds, retirement and employee savings agreements in order to offer your clients a complete view of their assets and make more informed investment decisions. Ready to try it out? Contact us DATA Detailed investment data Access to asset accounts (securities, stock funds, endowment contracts, life insurance, retirement accounts of various types) Automated comprehensive view of the asset portfolio Detailed investment data: ISIN code, quantities of assets, purchase price, etc. Advanced real-time data Payment accounts, card accounts, loans, accessible short-term savings available on the Bank API + Learn more + 0 Institutions in France and abroad API Simple integration Speeding onboarding Ready For developers! API that meets the REST and OAuth 2.0 standards Data sent in real time to your webhooks Readable, exhaustive data models in JSON format for easier use Ready to try it out? Documentation GET /users/me/investments { "investments": [ { "id": 254681, "code_type": "ISIN", "code": "FR0009061084", "label": "TOTAL ACTIONNARIAT FRANCE", "valuation": 159123.72, "unitprice": 0.0, "unitvalue": 22.2613, "quantity": 243.9626, "portfolio_share": 0.886, "diff": -20.648113542, "diff_percent": 0.7186, "prev_diff": null, "vdate": "2020-03-06", "prev_vdate": null, "detail": { "performance_1_year": -0.002847, "performance_3_years": 0.012554, "performance_5_years": 0.023518, "srri": 3, "asset_category": "International Stocks", }, "original_valuation": null, "original_unitprice": 0.312, "original_unitvalue": null, "original_diff": null, "calculated": [ "diff_percent" ], … }, … ] } How does it work? 1. Create your account 2. Test and access the documentation 3. Onboarding: Let our experts guide you 4. Use the API on your own and get personalised support Over 200 clients, over 200 ways to use our APIs See the outstanding experiences our partners have had Centralising data from wealth clients to enable advisors to deliver expert advice in real time. Consolidating all bank cards, life insurance, investments, and savings via an application offers the user a comprehensive view of their assets and personalised advice. >> Learn more The asset management robo-advisor offers optimised savings at more affordable costs thanks to 100% digital service and aggregation of all of the user’s accounts. >> Learn more The leading employee/retirement savings aggregator enables a consolidated view of all of the user’s assets, whether in the form of employee savings, retirement savings, or stock plans. >> Learn more Data security and GDPR compliance Budget Insight is authorised by the ACPR and meets the highest regulatory and security requirements All about our guarantees Learn about our APIs API BANK API BILL API PAY We're hiring Subscribe to the newsletter ABOUT US Budget Insight is committed to bring open banking and financial services transformation to its 200 clients, offering three forms of expertise to traditional players and fintech firms alike: Knowing what the best user experiences are, powerful technologies, and proficiency in European regulatory requirements. Its range of multiple APIs fulfils its clients’ needs for aggregating financial data, documents, and payment initiations in order to create more value for users of financial services and develop new potential for growth. API Bank Bill Wealth Pay Connectors Webviews PRICING EXPERIENCES Banking & payment Credit Savings/Wealth Rewards/Cashback Accounting & Management DEVELOPERS Documentation FAQ Support Timeline (soon) COMPANY Who we are Success stories (soon) Carreers News (soon) RESSOURCES Press kit (soon) White paper (soon) COMPLIANCE PSD2 Regulation Data Policy Legal notices Axeptio consent