Mesh Portfolio
Powerful account aggregation enables the modern era of financial services. Say farewell to screen scraping, stale data, and history caps, and say hello to true, API-based integrations.
Real-time data
Mesh gives you secure, real-time access to aggregated investment assets and fiat balances across all holdings in your customers’ portfolio. Eliminating stale data improves your ability to provide informed value to your customers.
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Seamlessly deposit assets from the external portfolio onto your platform
Once you’re able to view your customers’ held-away assets, you can easily encourage them to deposit those assets onto your platform in as few as 3 clicks.
An extensive integration catalog
One integration with Mesh’s secure API unlocks connectivity to 300+ major crypto exchanges, self-custody wallets, and brokerages.
Detailed transaction & transfer history
Access normalized transaction data across your customers’ portfolios all the way back to each account’s opening. No screen scraping means no artificial history caps.