portfolio fetcher

The Portfolio Fetcher helps financial advisors collect and analyze information about all client's assets and loans. It delivers data-driven insights, unlocks hidden opportunities, and enhances client communication.

automatically collects client’s data

Data from the Portfolio Fetcher gives you a complete picture of the client’s financials.

Cash and savings accounts
Investments
Company pensions
Mortgages

Analytics

Helps find insights and give better advice.

Current market value
Allocation by asset class, sector and geography
Risk and expected return

Full overview in 2 minutes

1. Client selects banks and authenticates.

2. Advisor gets a report with holdings and analysis.

Financial analytics & API

Deliver a great investing experience and extract real value
from Open Finance data with Njorda API and analytics.

Saving & investment analytics

We have a complete set of API-accessible portfolio analytics to boost internal development and standalone services.

Performance

Track investments, break down P&L, drop-in charts.
Goal setting

Set and track goals.
Risk & return

Calculations and future scenarious for current or prospective portfolio.
Smart notifications

Let clients or advisors know when the market has moved and the action is needed.

Njorda Connect — Open Finance

Njorda works with both in-house data and external holdings using open finance data. Let clients connect accounts at other institutions to get a complete picture of their finances.