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Wealth & Investing

Help customers grow their wealth

Enable your customers to easily onboard by connecting and verifying their financial accounts. Generate a holistic view of their finances to provide financial advice and leverage capabilities such as roundups and automated payments for micro-investments.

Account verification

Verify account ownership and move customers through the onboarding process in real-time

Round ups

Identify specific transactions to round up and invest amounts into investment portfolios

Real-time financial data

Ongoing view of your customers’ financial position across banks & super funds

Discover benefits for wealth & investing services

The Basiq platform provides access to data and insights to optimise the wealth & investing experience, enabling you to focus on creating unique value for your customers

01 Seamless onboarding

Improve success of account creation by connecting bank accounts and verifying account details such as Name, BSB, Account number and Account opening date. Remove the need to perform micro deposits to verify accounts.

02 Smart data driven payments

Calculate round-ups on everyday transactions and automatically transfer these amounts to investment platforms. Know when salary hits an account and enable auto-sweeps to take a % or set amount to transfer.

03 Address KYC/AML challenges

Confirm account ownership and analyse source of funds to perform due diligence on where a person’s income is coming from. Isolate regular salary and flag irregular deposits or transfers.

Learn more about the benefits for wealth & investing services

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Products used by wealth & investing services


Access financial data feeds from banks, super funds and other financial institutions with account information and detailed transaction history to gain a deeper understanding of your end users.

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Generate insights from financial data and get a complete financial picture of your customers. View income sources, financial commitments, risk metrics, expense categorisation and merchant insights.

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See how customers are using Basiq

Get rich slow - bringing together investing and community

“We’re an investing platform, and we want to harness data to remove the typical barriers or friction in the investing process, be it avoiding insufficient funds or speeding up the process. If people want to invest and know they have the money, then we want to make sure they can do that as easily as possible”

Nick Nicolaides, Founder
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Why partner with us

Knowledge & Expertise

Years of experience in accessing and driving insights from financial data through RESTFUL and fully documented APIs.

Scalability & Reliability

Helped over 3.4m consumers share their data on the platform with over 1m data requests per day.

Open Banking provider

Recognised as a provider of Open Banking services by the ACCC as an Accredited Data Recipient under the CDR.

Developer Tooling

Accelerate development with Basiq’s developer starter kits, best practice quick start guides and API documentation.

Single Platform

A single integration to plug in to the Basiq platform to access data and insights services.

Local Support

A dedicated local support team that ensures smooth implementation, continuous support and fast response times.

Ready to get started with Basiq?

Get in touch with one of our team members or create an account