Personal Finance & Investing
Keep customers in your app with real-time portfolio aggregation and embedded trading capabilities
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The Problem
It’s hard to keep customers on your platform when they have to navigate through multiple third party apps to manage their investments. It’s also hard to offer well-informed advice with an incomplete view of their portfolio. This limits your value proposition, decreases engagement, and increases the risk of churn.

The Solution
Let your customers manage their whole financial life right from your app.