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What is Wealth Reader?

Every financial institution utilizes the same API framework. Wealth Reader stands out as the premier data provider globally, assisting you in lowering expenses, increasing customer conversion rates, and streamlining the onboarding process efficiently.

What is Validis?

Validis is revolutionizing the way banks, lenders, and accounting firms access data from their commercial clients on a global scale. By integrating with all major accounting systems, Validis allows for rapid and straightforward retrieval of fully standardized accounting information in real-time. With the Validis API, you can gather, format, and analyze your clients' financial data seamlessly and instantly. This enhances your digital lending processes, accelerates decision-making, and provides deeper insights into portfolio performance. Their state-of-the-art dashboards offer critical insights, helping to identify potential fraud, track portfolio health and covenants, and perform financial spreading, among other functions. By enabling more profound insights and facilitating smarter, risk-based decisions, Validis eliminates the need for the cumbersome manual process of data collection and consolidation required for lending, risk management, and auditing. This innovation significantly streamlines operations and enhances overall efficiency.

Media

Media

Integrations Supported

Java
Odoo
Postman
Swagger

Integrations Supported

MYOB AccountRight
Microsoft Dynamics GP
QuickBooks Accountants
QuickBooks Online
QuickBooks Online Advanced
Xero
Yardi Advanced Budgeting & Forecasting

API Availability

API Availability

Has API

Pricing Information

$2000/month
For very low or very high volumes, consult the business team.

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS
On-Prem

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Wealth Reader

Date Founded

2023

Company Location

Spain

Company Website

www.wealthreader.com/en/

Company Facts

Organization Name

Validis

Date Founded

2013

Company Location

London, UK

Company Website

validis.com

Categories and Features

Banking

Corporate Banking
Private Banking
Retail Banking
Transaction Monitoring

Financial Data APIs

Not specified

Categories and Features

Banking

Compliance Tracking
Corporate Banking
Risk Management
Transaction Monitoring

Business Intelligence

Ad Hoc Reports
Dashboard
Data Analysis
Key Performance Indicators
Performance Metrics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Financial Data APIs

Not specified

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Loan Origination

Audit Trail
Compliance Management
Loan Processing

Risk Management

Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
IT Risk Management
Internal Controls Management
Operational Risk Management
Predictive Analytics
Risk Assessment

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