Wealth Technology Data APIs & Feeds
Financial Data Infrastructure for Wealth Tech
QUODD helps wealth technology firms integrate comprehensive financial data into digital products, connected workflows, and client-facing applications. Our APIs, data feeds, and cloud-based infrastructure give wealth tech teams programmatic access to the market data they need to build, scale, and modernize.
Market Data APIs for Wealth Platforms
Data Feeds for Connected Wealth Workflows
Cloud-Native Financial Data Delivery
Build Better Advisor, Investor, and Client Experiences
We know wealth tech builds need more than raw data. They need reliable, accurate financial data that supports personalized digital experiences, advisor productivity, and end-client engagement.
Advisor Workflows
Equip advisors with the data needed to monitor portfolios, evaluate holdings, surface opportunities, support client conversations, and streamline daily workflows.
Client Portals and Investor Dashboards
Power digital client experiences with market data, portfolio views, performance context, pricing, reference data, news, and investment insights.
Portfolio Analysis and Reporting
Support portfolio analysis, back-office operations, client reporting, performance workflows, and servicing for wealth managers, RIAs, broker-dealers, and end-user firms.
Comprehensive Market Data for Wealth Management Technology
QUODD provides access to extensive financial data across asset classes, enabling wealth tech firms to build applications that serve advisors, investors, operations teams, and client service organizations.
Real-Time and Delayed Market Data
Integrate market data for quotes, prices, charts, watchlists, dashboards, alerts, and client-facing investment tools.
Reference Data and Security Master Workflows
Support asset setup, portfolio data quality, back-office operations, reporting, and downstream workflows with reliable reference and security master data.
Corporate Actions, Fundamentals, and Market Context
Help wealth platforms enrich investor experiences and operational workflows with data that supports holdings analysis, research, and client servicing.
Multi-Asset Data for Modern Wealth Platforms
Support wealth technology experiences across equities, ETFs, funds, indices, fixed income, FX, and digital assets where applicable.
Flexible APIs, Feeds, and Digital Data Solutions
QUODD gives wealth tech companies multiple on-ramps for sourcing and integrating financial data, helping teams reduce friction and improve time to market.
Programmatic API Access
Custom Data Feeds
Integrated Digital Platform
Flexible Commercial Models
Designed for Wealth Tech Companies That Need Control
Tailored Data Products
Scalable Data Operations
Easier Data Sourcing
Supported Wealth Tech Use Cases
Wealth Management Platforms
Power portfolio tools, advisor desktops, client portals, performance reporting, analytics, and investment experiences.
RIA and Advisor Technology
Support advisor workflows, account monitoring, model portfolio tools, reporting, and client engagement applications.
Broker-Dealer and Enterprise Wealth Solutions
Integrate market data, reference data, and operational datasets into enterprise platforms serving advisors, clients, and back-office teams.
Portfolio Accounting and Reporting Tools
Improve data quality and workflow efficiency for portfolio analysis, valuation, reporting, billing, and operations.
Fintech and Investment Applications
Build digital investing experiences with reliable market data APIs, financial data feeds, and cloud-native delivery options.
Why Wealth Tech Firms Choose QUODD
Built for Financial Data Consumers
Flexible Delivery and Integration
Customizability and Control
Transparent Support and Commercial Alignment
QUODD’s data accessibility and comprehensive content make it a perfect partner for Infosel. The ease of accessing and redistributing their data, combined with the breadth of content, including real-time and historical data on global currency pairs, indices, and more, allows us to deliver exceptional value to our clients and continue disrupting the investment industry in Mexico and across Latin America.
Ostium's model only works if the underlying data is institutional grade: accurate, real-time, and deep enough to support tight execution across asset classes. QUODD delivers exactly that, giving us the pricing quality and market depth we need to scale confidently across assets while maintaining the execution standards our traders rely on.
Agents are increasingly handling research and analysis. Without reliable, timely data, their work can’t be trusted - especially where accuracy is non-negotiable. QUODD delivers investor-grade market data with the quality, coverage, and developer-friendliness modern developers need.
See How QUODD Powers Wealth Technology
Connect with QUODD to discuss your wealth tech use case, data requirements, integration path, and commercial model.
