BUILD BETTER FINANCIAL APPLICATIONS, ​3x FASTER

The Most Secure and Advanced Platform for Building Financial Applications

​Finally, a Unified API, Operations Dashboard, and UI Library, ​All-In-One, to Power Your Financial Application

Customizable, Embeddable UI Widgets​

Choose from a library of customizable, embeddable UI widgets to onboard users, add instant account verifications, ​display bank information, transfer money, review bills, and much more.

Admin Portal

Secure operations portal to support various workflows including KYC checks, ​review of money transfers, verify contact information, and access to credit scores and profiles.​

API

​Integrate with unified, powerful, and easy to use API providing access to bank transactions,
​real estate data, bills, KYC checks, identity verification, credit scores, and much more.

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Using one API, get primary name and investment accounts

Using one API, get basic demographics, SSN, employment history, and phone numbers

Using one API, get education history, email addresses and KYC watchlist checks

Query

finsightProfile {
  person {
    names {
      firstName
      lastName
      primary
    }
  }
  financialAccounts(accountClassification: "I") {
    accountName
    currentBalances {
      assetId
      settledAmount
    }
  }
}

​finsightProfile {
  person {
    sex
    dob
    ssn {
      maskedNumber
      status
      verificationTs
    }
    employmentHistory {
      employer {
        organization {
          name
        }
      }
      title
    }
  }
  phoneNumbers {
    primary
    ownershipVerificationTs
    phoneNumber {
      e164Format
      phoneNumberIsValid
    }
  }
}

finsightProfile {
  person {
    educationHistory {
      school {
        organization {
          name
        }
      }
      degree
    }
  }
  emailAddresses(primary: true) {
    address
  }
  identityVerification {
    watchlistCheckResults {
      watchlistType
      checkStatus
      lastPassedTs
    }
  }
}

JSON Result

"finsightProfile": {
  "person": {
    "names": [{
      "firstName": "Jane",
      "lastName": "Doe",
      "primary": true
    }, {
      "firstName": "Jennifer",
      "lastName": "Doe",
      "primary": false
    }]
  },
  "financialAccounts": [{
    "accountName": "My IRA",
    "currentBalances": [
      {
        "assetId": "USD",
        "settledAmount": 100000.14
      }, {
        "assetId": "AMZN",
        "settledAmount": 4
      }
    ]
  }]
}

"finsightProfile": {
  "person": {
    "sex": "F",
    "dob": "1975-01-01",
    "ssn": {
      "maskedNumber": "XXX-XX-1234",
      "status": "VERIFIED",
      "verificationTs": "2018-08-29T06:02:34.253Z"
    }
    "employmentHistory": {
      "employer": {
        "organization": {
          "name": "Productfy, Inc."
        }
      },
      "title": "Founder & CEO",
    }
  },
  "phoneNumbers": [{
    "primary": true,
    "ownershipVerificationTs": "2018-08-29T06:02:34.253Z",
    "phoneNumber": {
      "e164Format": "+14155551234",
      "phoneNumberIsValid": true
    }
  }]
}

"finsightProfile": {
  "person": {
    "educationHistory": {
      "school": {
        "organization": {
          "name": "San José State University"
        }
      },
      "degree": "M.S. Computer Science"
    }
  },
  "emailAddresses": [{
    "address": "support@productfy.io"
  }],
  "identityVerification": {
    "watchlistCheckResults": [{
      "watchlistType": "PEP",
      "checkStatus": "V",
      "lastPassedTs": "2018-08-29T06:02:34.253Z"
    }, {
      "watchlistType": "OFAC_SDN",
      "checkStatus": "V",
      "lastPassedTs": "2018-08-29T06:02:34.253Z"
    }]
  }
}

Insight

Gain insight into a person's financial profile by asking questions with our flexible and rich financial query language:​

What is this person’s total liquid asset balance if his equity holdings increased by 5%?

If this person lost his job, what is his cash account balance in 6 months?

What’s the remaining amount this person may contribute to his HSA account for this year?

If this person’s top two credit card balances’ APR increased to 20%, what is his monthly cash flow?

What is this person’s annual property tax on his primary home?

​Flexible Deployments

​We offer a traditional SaaS deployment with no long-term contracts, quick deployments, and à la carte model based on the number of users and services.

​

​We are the only financial platform that can replicate our SaaS deployment inside your existing cloud infrastructure so you retain full control of your data and code.​

​Learn More

Investors

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