Transparency API

Show your customers what companies they own

Our Transparency API processes customer portfolios to surface all underlying company holdings and give your customers the look-through they are asking for.

Features of the Transparency API

  • Transparent company breakdowns

    Whether invested directly, through funds, fund of funds, or portfolios, we provide a full breakdown of all underlying holdings.

  • Engaging company information

    Bring your customers’ investments to life with company logos, bios, industry classifications and % weightings.

  • Complete data sets

    Don’t settle for the top 10 holdings. We provide a complete list of equity holdings so you can be fully transparent.

  • Up-to-date data

    Our holdings data is updated regularly. That’s daily for ETFs and monthly for most active asset managers.

  • Customer-friendly information

    Unlike most financial data, ours is designed for your customers. Our data is simple and free of financial jargon.

  • Freedom to build what your customers want

    You know what your customers need. Our data gives you freedom to create the best features and experience for your own customers.

Made for developers

A powerful and easy to use API that integrates directly with your tech stack

Great documentation, straight-forward user guides and tech support on-hand.