Consumer and fintech
Portfolio apps that see every account a user already holds
Users connect the brokerages they already have. Your product shows one book of accounts, positions, and balances — without a custom integration per firm.
The problem
The people you want already have Fidelity, Schwab, IBKR, Alpaca, or a dozen others. Building a connection and data map for each one is a multi-year tax on a portfolio product.
What Finatic changes
They authenticate in your branded portal. You read a consistent account, position, and balance model. Adding a brokerage is coverage, not a rewrite of the holdings screen.
What this looks like in practice
- Launch one Connect flow that still looks like your product.
- Read accounts, positions, balances, and history through one interface.
- Sandbox data lets you ship the UI before a live brokerage is connected.