3RDVISTA
Financial Services - Beverly Hills, California, United States
3RDVISTA Employees
3RDVISTA Details
ACCOUNT AGGREGATION TECHNOLOGY360 financial picture of your client's banks, credit cards, investments & more- Gain a complete financial picture of your client's- Banks, Credit Cards, Investment Accounts & more- Automate your day to day operations so that you can focus on increasing revenue- Stay competitive and use technology to drive more salesBank level securityCONSOLIDATE TRANSACTIONAL DATAEVERYTHING IN 1 API- Data Extracted From:Bank AccountsCredit CardsInvestment Accounts- Data Points Extracted:Transactional DataCheck Images (from Bank Accounts)Physical Financial Statement- WHY DATA AGGREGATIONGet the complete financial picture of your clients by securely synchronizing their Bank, Credit Card, Investment accountsCentralizing Financial Data for your clients or customer all under one roofProvide leading technology services to clients and customers that harnesses the 3RDVISTA Data Aggregation APIFinancial Bank/Credit Card/Investment statements can be automatically extracted and provided as a downloadable PDF all from one locationNo need to ask clients for past financial statements to analyze their finance strategy- Who uses 3RDVISTAFINANCIAL SERVICE PROFESSIONALSFor financial service industries which require secure & unfettered access to their client's financial data all under "ONE" software program.FINANCIAL SOFTWARE COMPANIESThe 3RDVISTA API platform was developed by veteran financial software developers for developers! The API is quick to implement into any existing software application.
