Wealthreader · Overview

A normal day at Wealthreader

An unusual visit is the excuse to show how Wealthreader works: one banking data infrastructure, to which each client connects what they need.

  • Duration
  • Video language English

About this video

A visitor arrives at the Wealthreader offices and, before sitting down to talk, is shown how the team works day to day. He asks what many clients ask: do you build something different for each client? The answer is that the infrastructure is the same and each client adds what they need: accounts, investments, verification or documents, all connected to their own software.

The video goes through the ideas behind the product. Security is not an extra: it is in the foundations, in the access, in the credentials and in how information is handled. It must be clear how the data is accessed, with what authorization and what it is used for. And because every institution delivers information in its own way, Wealthreader resolves those differences so clients work with normalized data.

It is aimed at product, operations and technology leaders at financial institutions, asset managers and software vendors who want to understand what Wealthreader is before going into each product.

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