In this case study, we will show you how Sherpas built a financial planning tool for consultants based on our financial data.
For fintech Sherpas, it was not only crucial to ensure comprehensive coverage of financial data for investment advisors, but also to ensure low data latency. Another important aspect of the collaboration was Bavest's efficient API solution, which made it possible to create tailor-made API package based on the modular model for Sherpas' specific needs. Thanks to simple licensing by Bavest, Sherpas can concentrate on essential tasks and scaling, while Bavest provides a stable data basis in the background.
Sherpas wants to make AI-based technologies and modern infrastructure the standard in the world of investment advice. This requires reliable partners who provide important data in the background. While Sherpas provides a variety of other features, such as AI-based document recognition and storage as well as an analysis of the health of clients' finances, Sherpas provides the ability to intuitively track all assets such as stocks and ETFs. Bavest provides the most important data for this purpose and takes care of data quality and standardization of important data points in the background.
By providing Sherpas with the entire data infrastructure, we enable Sherpas to focus on the user interface and expanding the platform with innovative features. Based on our financial data, investment rates can monitor and analyse clients' portfolios. Sherpas also offers the opportunity to create reports that investment advisors and clients can use later to obtain an important overview of the current financial situation and to discuss improvements.
“Data is the new oil” — this can also be observed in the financial world. From classic financial data to alternative data such as ESG and climate data or sentiment data — all of this data is the engine of the digital, sustainable financial world. Bavest provides exactly that via a single interface for asset managers, banks and fintechs. For fintechs in particular, a breadth of data is very important - thanks to our single API solution, fintechs have no additional costs in development - an API enables more efficiency, speed and clean code in their own system.
Data
With Bavest, you can integrate real-time data for over 70,000 stocks, ETFs, indices and other assets. Fintechs access financial data, fundamentals, charts, revenue breakdowns, and more to make your product even better.
Alternative data
With alternative data such as ESG, sentiment or climate data, you can make your fintech even more transparent and complex. In this way, you can offer your users even more tools and data and increase the added value of your products.
Analytics
We provide the infrastructure for portfolio analysis for your users and provide tools such as screeners. This allows you to focus on new features and your UX while we deliver data and analysis in the background.
Whether you're an asset manager, a fintech company, or an innovative bank, the seamless integration of our comprehensive data solution opens the way for even greater success. Contact us today and arrange a demo: Let yourself be convinced of the possibilities of our platform and find out how we can optimally support your individual requirements.
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