Our solutions package investing and advisory best practices as easy-to-use services & APIs.
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.
Data from the Portfolio Fetcher gives you a complete picture of the client’s financials.
Cash and savings accounts
Investments
Company pensions
Mortgages
Helps find insights and give better advice.
Current market value
Allocation by asset class, sector and geography
Risk and expected return
1. Client selects banks and authenticates.
2. Advisor gets a report with holdings and analysis.
Deliver a great investing experience and extract real value from Open Finance data with Njorda API
and 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 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.
Support for multiple aggregation technologies
Risk and expected return
Normalize data and provide a unified, easy-to-use API
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: