A real-time view of all your aggregated cash inflow. Contact Us

Contact Us

Perfios Software Solutions Pvt. Ltd.
1, 100 Ft. Road,
5th Block, Koramangala,
Bangalore – 560 095
Email:
For information about Perfios: info@perfios.com
For support related queries: support@perfios.com
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Aggregation API

Perfios provides financial data aggregation APIs which helps powering personal finance or money manager applications of large institutions or FinTech companies.

With support for more than 260 different kinds of auto updatable (sync) accounts and 1000+ types of e-statement upload, Perfios is the market leader in this space. These APIs spans across all kinds of Indian financial accounts. Be it Banks, Credit Cards, Mutual Fund, Equity, Life Insurance, General Insurance, Provident Fund, EPF, All kinds of Loan accounts etc. Perfios also supports asset classes like Post Office schemes, Gold, Silver, Real Estate etc.

There is no restriction on the duration of data that Perfios can fetch across such institutions. It would be since inception of each such account and not just last 3 or 6 months.

Perfios provides REST APIs for seamless integration for developers to integrate with their applications.

Functional Overview

your application n

Your custom PFM
Application-1

your application n

Your custom
Application-2

your application n

Your custom
Application-n

YOUR ENTERPRISE BUS

Pfmgate way

PFM GATEWAY
COMPONENT

PERFIOS PFM ENGINE

Potential Features List

360 degree view covering all asset classes
Extensive reporting – Capital Gains, Net Assets, Portfolio Movement, Corporate Actions, Income Statement, P&L etc.
Analytics providing personalized insights
Providing relevant recommendations and cross selling offers
Budget setting/tracking
Goal Setting
Income Tax computation
Portfolio Tracking
Portfolio Tracker
Alerts and Reminders
Document storage
Credentials Management
More than 50 reports
Events calendar
E-Statement Forward
Notifications Inbox
Corporate Actions

Here’s why you should be using Perfios aggregation API ?
Increased customer satisfaction and stickiness
360 degree view of customers’ portfolio
Ability to provide better advisory services
Leverage the insights provided to fine tune new product/services offerings
Targeted cross sell and up sell opportunities

SAFE & SECURE

SAFE & SECURE

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