Integrate Coeli to Track Managed Funds and Private Banking Assets
Connect your Coeli accounts to analyze how professionally managed portfolios contribute to your overall wealth picture.
Provider Analysis: Coeli
Coeli is a Swedish wealth management company that provides fund management, asset management, and private banking services.
Functional Benefits for Findex Users
Connecting Coeli to Findex allows you to monitor fund performance, asset allocations, and valuations alongside all other financial holdings.
- Fund Performance Tracking: Monitors the performance of specific funds.
- Real-time Portfolio Valuation: Provides up-to-date valuations of your portfolio.
- Aggregated Asset Allocation View: Consolidates allocation data for a comprehensive overview.
- Automated Updates: Synchronizes data automatically within the Findex platform.
Connection Protocol
Under Integrations → Coeli, authorize the connection using your Coeli client credentials.
Data Security
Findex does not store sensitive login information. All data is encrypted during transmission.
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.
