Consented aggregation across institutions, the household portfolio in one place, and analytics that hold up when a client asks why.
Aggregation graph
Household
Resolved view
Synced now
1 ANVFINTECH product supporting this domain
Each stage hands clean, controlled information to the next—without losing the domain context or audit trail along the way.
Capture explicit consent and connect the institutions a client uses.
Normalise holdings into one authoritative household balance sheet.
Calculate allocation, performance and portfolio health.
Surface the insight behind the next client conversation.
A modular operating layer: deploy the full workflow or connect only the parts the institution needs.
Service capability · 01 / 06
Institutions syncingConsented connections across banks, brokers, funds and other asset providers.
Sources
08
Synced
07
State
LINK
Next controlled action
Review consent and connection health across every linked institution.
Holdings scattered across institutions, reconciled by screenshot.
Aggregation across mutual funds, equity, banks, bonds, ETFs, NPS, insurance and deposits.
No household view, so planning happens per account.
Family and HUF portfolios side by side in the same dashboard.
Consent handled informally, and impossible to evidence later.
Account-aggregator principles: explicit, revocable, read-only, recorded per institution.
Broker and bank integration that removes the need to log into separate platforms, including unlisted holdings.
Allocation, returns and portfolio health, with credit score and financial health alongside.
Combined family net worth with per-member drill-down.
Twenty minutes, a live walkthrough of the modules that fit your desk, and a straight answer on migration effort.