Collect client holdings from multiple banks in seconds.
With a few lines of code you display our widgets in your system. Let the client pick what banks to collect data from. Using our admin tools this selection can be configured easily. If you already know what banks to get you can bypass this.
We then run through all the authentication required.For the client this is their normal login method.
This step shows all data that is about to be shared. The client can adjust it, for example removing accounts that aren’t relevant, or complement it with manual entry. Clients should be fully informed and in control of their data.
Reports that an advisor can bring straight to a meeting.
You have full acces to data and reports via Njordas API:
We mix and match between several account aggregators to get best coverage and data quality for your needs.
Accounts, transactions, investments, account types.
We deliver detailed holdings data. As well as ready to use reports and analytics.
Fully white-labeled to align with your brand.
Engineered for the most demanding institutions. You are always in full control. Settings for automatic data deletion and full GDPR controls.
We aim for 100% automation. But there are always edge cases, foreign accounts, illiquid assets etc. For these we have manual entry — clients can enter specific important holdings and this is merged transparently with the automatically collected data.
Smoother client onboarding
Save time in onboarding by automating data collection.
Automate transfer of assets
Identify what assets the client has that can be moved in house.
Financial overview
We deliver detailed holdings data. As well as ready to use reports and analytics.
30 minute no commitment demo of our solution.
With Njorda, you can quickly develop a great digital savings and investing offer.
We deliver apps and APIs so retail investors can: