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Fintech Integration Marketplace / Wealth Management / Account Aggregation

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Plaid

Plaid builds infrastructure for modern, digital financial services. This includes the encrypted transmission of financial data for which consumers have specifically given permission, sometimes known as data aggregation. Plaid frequently is on the cutting edge of developing and practicing security standards, such as encryption, tokenization, and enhanced authentication. As such, both digital products and services as well as financial institutions often view us as a trusted intermediary in the financial services industry.

Website

https://plaid.com/

Contacts

https://www.facebook.com/plaid/

https://www.linkedin.com/company/plaid-/

https://twitter.com/plaid

Plaid

Account Aggregation:

  • Transactions—Up to 24 months of categorized data
  • Auth—Account and routing numbers
  • Balance—Real-time and historical balances
  • Identity—Bank account-holder information
  • Investments—Retirement, brokerage, health, and education
  • Assets—Point-in-time snapshots of users’ finances
  • Liabilities—Student loan and credit card details
  • Income—Employer info and depository data
Plaid

Companies that integrate with Plaid

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

SmartRIA
SmartRIA
SmartRIA is a US-based software company serving wealth managers in the Americas and EU
#Compliance #Collaboration Tools #Communication Tools #Document Management

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Plaid

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