Minimal integration code -

maximum data - saving time

Collect client holdings from multiple banks in seconds.

How it works

Select banks

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.

Authenticate

We then run through all the authentication required.For the client this is their normal login method.

Check and approve

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

Reports that an advisor can bring straight to a meeting.

API

You have full acces to data and reports via Njordas API:

  • Integrate with internal processes.
  • Transfer holdings data to your system.

Features

Best coverage

We mix and match between several account aggregators to get best coverage and data quality for your needs.

Detailed and high quality data

Accounts, transactions, investments, account types.

Beyond data: reports and analytics

We deliver detailed holdings data. As well as ready to use reports and analytics.

Brand Integration

Fully white-labeled to align with your brand.

Privacy and security built in

Engineered for the most demanding institutions. You are always in full control. Settings for automatic data deletion and full GDPR controls.

Seamlessly merge with manual entry

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.

Usecases

  • 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.

Book a demo

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:

  • check-mark Get an overview and track their finances and investments.
  • check-mark Understand the risk / return ratio and take appropriate actions.
  • check-mark Explore alternatives in a fun way and become better investors.
  • Please fill in the form
    Invalid email address
    Invalid company name
    Invalid phone number