UPDATE: PSD2 – Swiss banks offer automatic API for HNWI

• KMU

Update to my blog from Monday 17 September 2018: Disruptive wealth management software like for example www.wealtharc.com enable already now access to the custodian bank’s data of their Private Clients (HNWI). Almost all Swiss banks offer such automatic API. Thus the Financial Advisors and their wealthy clients (High Net-Wort Individuals) get real time data of their client’s portfolio independently how many banks are acting as custodian bank for such client. Wealth management software processing data in this way allows the aggregation of the client’s assets without delay. 

SPEED READ: Ask your wealth manager regarding state of the art software. 

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