Empowering Financial Decisions with Real-Time, Verified Data
Your shortcut to automated, digitized financial profiles—powering smarter, data-driven decisions.
20k+ Connections
Access to real-time data from 20k+ financial institutions—verify account ownership and analyze transactions while ensuring security and compliance.
Digital PFS
Access your client’s real-time personal financial statement, giving you visibility into their asset holdings, liquidity position, liabilities and net worth.
Credit Report
Experian credit insights providing reports, scores, analytics, monitoring, and fraud protection—with up to $1M in identity theft coverage for your clients.
Accreditation
We offer Rule 506(c), Rule 506(b) accredited investor & qualified purchaser verification and certification services that are simple, reliable, and secure.
CapSync Cloud
Store, share and audit your financial documents—such as custodian statements and tax documents. Securely access your files from anywhere.
Streamline onboarding and centralize financials to support wealth growth, protection, and succession.
Personal Financial Statement
View a dynamic, real-time personal financial statement that consolidates client assets, liabilities, cash flow, and valuations into one source of truth—empowering estate planners, advisors, and tax accountants to deliver precise planning and well-informed strategies.
Asset Holding Insights
Review all client asset classes in a single, real-time snapshot, helping planning teams assess true net worth, evaluate valuation changes, and identify diversification opportunities to support more resilient long-term planning.
Portfolio Holding Insights
Gain complete visibility across all of your client’s brokerage accounts — managed, held-away, and self-directed — in one secure hub. Unified, real-time portfolio data equips advisors to uncover stronger insights, refine investment guidance, and support clients with a fully informed perspective.
Cold Wallet Crypto Insights
Instantly import cold-wallet holdings and monitor live market values to incorporate digital assets into estate and wealth plans. Ensure no crypto holdings are overlooked during valuation, risk assessment, or long-term planning.
Income Statement Generator
Generate a real-time income statement using automated classification and custom rules, giving planning and tax professionals a clear understanding of client cash flow for accurate forecasting, cleaner tax prep, and data-driven advisory decisions.
Integrated Business Insights
Connect business financial reports directly to the client’s personal financial hub, offering planners a complete view of company performance, pass-through income, and financial obligations to inform more holistic and strategic recommendations.
Connect to a growing network of 100+ million users
Plaid enables you to tap into the industry’s largest network of banks, fintech's, and consumers. So you can onboard new customers, reduce fraud, and increase the lifetime value of customers across the user journey.- 100M+ global users
- 15,000+ financial institutions in 17 countries
- 8,000+ digital finance apps and services
All you need to onboard new clients, fight fraud and make better risk decisions
Your new trusted platform
Attract clients with an onboarding experience trusted by 1 in 3 US adults, optimized to convert 23% more effectively than competitors.
Unparalleled data network
Accelerate your business growth with data from CapSync's network, connecting 12,000+ financial institutions.
Actionable insights
Get the insights you need to power secure and instant financial experiences at every stage of the customer journey.
The internet’s fastest financial onboarding
Get everything you need to verify identities, connect financial accounts, and onboard millions of customers. Just by collecting a phone number.
Stop fraud earlier and faster with better data insights
Plaid uses advanced machine learning to help businesses make better risk decisions, improve the customer experience, and fight fraud at every stage of the customer journey.- Analyze 100+ risk signals to assess risk and stop stolen identity, synthetic identity, and account takeover fraud
- Evaluate ACH return risk using 1,000 risk factors and over 60 predictive insights
- Enhance your risk program at scale with insights powered by machine learning
Onboard 15% more customers, then keep them coming back
Plaid uses advanced machine learning to help businesses make better risk decisions, improve the customer experience, and fight fraud at every stage of the customer journey.
- Verify identities in as little as 10 seconds and 50% faster for customers who save their data on the Plaid Network
- Enable customers to link their financial accounts to your app in as little as 7 seconds
- Boost conversion even more with Plaid's returning user experiences
