Integrate Carnegie for a Refined and Unified Investment Overview
Track discretionary portfolios and private banking assets from Carnegie directly within the Findex platform for a transparent, holistic view of performance.
Provider Analysis: Carnegie
Carnegie Investment Bank AB is a leading Nordic investment bank, with specializations in wealth management, equity research, and corporate advisory services for private and institutional clients.
Functional Benefits for Findex Users
By connecting Carnegie to Findex, investors can achieve a consolidated overview of both managed and self-directed portfolios within a single interface. This integration enables enhanced monitoring of long-term returns and risk exposure.
- Automated Data Import: Automatically imports portfolio positions and valuation data.
- Performance Analysis: Facilitates performance tracking over selected time periods.
- Asset Allocation Visibility: Provides clear insight into asset allocation and portfolio diversification.
- Wealth Consolidation: Integrates with other banks and brokers for a complete wealth overview.
Connection Protocol
From your Findex dashboard, navigate to Integrations → Carnegie and complete the secure authentication process using BankID.
Data Security
All communication is conducted using encrypted APIs. Findex does not store personal login information.
Your complete net worth, finally in one place.
Join investors using Findex to consolidate, track, and grow their portfolios. One view of everything you own.
No payment information required.
