IEX CLOUD for Wealth Management

Financial data for wealth managemnt

Be prepared before your client calls you. Address potential risks or rebalance portfolios to protect and optimize client wealth.

Wealth Management Use Cases

Combine IEX Cloud financial and your data, alert on changes.

Real-time Market and Portfolio Monitoring

Get instantaneous updates on market movements, client portfolio balances, and relevant news. Take action as needed.  Be prepared before your client calls you.

Promptly address potential risks or rebalance portfolios to protect and optimize client wealth.

Customer-defined Alerts

Give customers the capability to setup and define their own alerts across their own portfolio data and market data.

Algorithmic Trading and Execution

Enable algorithmic trading strategies monitor market data streams, execute trades and adjust trading strategies dynamically.