Your Personal Investment Pa
Spending countless hours each month gathering paper statements or logging into investment websites to collect account information?
Are you looking for a solution to automate the collection and entry of this account information into?
Sick of remembering lists of websites, passwords, user names and security questions, yet you want to know where you stand?
PiPa is an easy to use interface, permitting you to have one place to go where you can login and see everything, giving you a 360-degree view of all your Investment assets, no matter where you hold them or who manages them.*
Consumers’ attitudes to managing their finances are changing. Whilst online banking and product sourcing are now common place, few tools exist to help their clients look holistically across their investments; the aggregation of data, performance and transaction-level data for their Investment holdings.
The technology behind PiPa automatically and SECURELY captures the entire set of credentials required to access accounts, including username, password, and authentication mechanisms, such as answers to security questions and tokens. The technology also automates and speeds the on-boarding process by enabling users to easily link and verify Investment accounts WITHOUT compromising security or privacy.
Our technology partner is transforming the way financial advice and wellness is delivered. Over 4,900 companies including 16 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, over 500 of the largest registered investment advisor firms and hundreds of FinTech companies, leverage their platform to grow their business and client relationships.