Wealth Management
Providers using this tag (25)
Affiliated Managers Group
Ameriprise Financial
Avaloq
BNY (Bank of New York Mellon)
broadridge
Deutsche Bank
Envestnet
Evercore Inc
Fidelity National Information Services (FIS)
FIS Global
Fiserv
Hundsun Technologies
Iress
Morgan Stanley
Refinitiv
Refinitiv Eikon
regions-financial
Stifel Financial
Temenos
TIAA
TIAA-CREF
UBS
Upvest
Wealthbox
WSFS Financial
APIs with this tag (25)
Ameriprise Financial Website ameriprise-financial
Avaloq Banking API avaloq
Avaloq Wealth Management API avaloq
BNY Pershing API bny-bank-of-new-york-mellon
Broadridge Wealth Management API broadridge
Bryn Mawr Trust wsfs-financial
Deutsche Bank API Program deutsche-bank
Estimates API for Wealth refinitiv-eikon
Evercore Inc API evercore
FIS Wealth Management API fis
Funds API for Wealth refinitiv-eikon
Hundsun Wealth Management Platform hundsun
Morgan Stanley API morgan-stanley
News API for Wealth refinitiv-eikon
Ownership API for Wealth refinitiv-eikon
Refinitiv Knowledge Direct API refinitiv-eikon
Refinitiv Knowledge Direct API (RKD) refinitiv
Regions Open Banking API regions-financial
Search API refinitiv-eikon
Stifel Wealth Tracker stifel-financial
Temenos Fund Administration API temenos
Temenos Wealth API temenos
TIAA Wealth Management tiaa-cref
UBS Partner / KeyPort API ubs
Wealthbox CRM API wealthbox
Score breakdown
Frequency
51.9
log-scaled weighted occurrences
Breadth
2.0
spread across providers
Quality lift
40.8
mean composite of providers using it
Cohesion
17.2
strength of nearest seed neighbor
Related tags
Investment Management 5 co-occurrences
Open Banking 7 co-occurrences
Banking 11 co-occurrences
Financial Data 7 co-occurrences
Asset Management 6 co-occurrences
Financial-Services 10 co-occurrences
Financial 5 co-occurrences
Trading 6 co-occurrences
Where this tag comes from
Provider tag19
Api tag26