The Wealth Management API Economy: B2B Platforms and APIs to Extend Reach

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27 December 2017

Key research questions

  • What are open APIs?
  • How will PSD2 impact wealth management?
  • What will the API economy look like?


This report explores how fintechs have pivoted from using APIs as a means to deliver a digital experience to selling APIs as their product.

It also studies the impact of PSD2 on wealth management, as well as the drivers and deterrents of Open APIs in wealth management. Lastly, it looks at how complementary products to B2B platforms stand to gain as wealth managers become more comfortable with open APIs.