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MX Investment Data
API-driven investment data enhancement solution providing enriched, normalized investment holdings data, improving data accuracy, coverage, and scalability for personalized inve...
What is MX Investment Data?
API-driven investment data enhancement solution providing enriched, normalized investment holdings data, improving data accuracy, coverage, and scalability for personalized investment management.
Product typeInvestment, Trading & Wealth
Pricing ·
Deployment
APIAvailable
What teams use MX Investment Data for
account connectivity
data enhancement
data access
financial insights
mobile banking
personal financial management
account verification
balance checks
investment data management
embedded digital experiences
loan origination
fraud risk management
digital banking
financial wellness
account opening
customer intelligence
payment verifications
open finance
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
SOC 2 Type II
PCI DSS
SOC 3
Encryption at rest and in transit
24/7/365 real-time monitoring
U.S. only data storage
Vulnerability Disclosure Program
Trust Exchange by UpGuard for NDA document sharing
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
