curl https://api.anessa.co/v1/accounts \
-H "Authorization: Bearer $TOKEN"
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Turn visibility into AuM
See the assets held elsewhere
Show customers their investments and pensions across providers, including holdings, values and fees, with no documents or manual entry.
Make every transfer easier
Pre-fill transfer details and flag transferable pensions early, so customers move forward with fewer steps and more confidence.
Capture more assets
Smoother transfers mean higher conversion, fewer incorrect applications and a bigger share of your customers' assets.
FAQ
How does Anessa help increase assets under management?
By making it easier for customers to discover and share information about the investments and pensions they hold elsewhere, Anessa helps financial institutions and investment platforms build simpler transfer journeys. Less friction improves conversion and helps you attract more of your customers’ assets.
Does Anessa execute investment and pension transfers?
No. Anessa gives you access to the investment and pension data your customers already hold elsewhere. You use it to support and simplify your own transfer process, which stays fully in your hands.
Can customers share both investments and pensions?
Yes. Anessa supports both investment and pension data, subject to market and provider coverage. You can build one transfer journey that brings both together, so customers can move all their assets to you in one go.
Can we integrate Anessa into our existing customer journey?
Yes. You can integrate the Financial data API directly into your own app, or embed Anessa Connect for a ready-made provider selection, authentication and consent flow. Either way, it fits into the customer journey you already have.
Is it secure and consented?
Yes. Nothing is collected until the customer has given their consent and authorised Anessa’s assisted access to their financial service provider. Anessa uses the customer’s credentials only to carry out the data collection and discards them immediately afterwards. They are never shared and never reach your systems. All data is encrypted in transit and at rest and stored in the EU, and Anessa is ISO 27001 certified.
Is the data continuously updated?
No. Each collection is a snapshot of what the customer holds at the moment they share. It isn’t a live feed that keeps syncing in the background. For a transfer, a snapshot is exactly what you need: the application is built on the figures the customer has just seen and confirmed. If you need updated figures later, the customer can simply share again.