Real-time data
Mesh gives you secure, real-time access to aggregated investment assets and fiat balances across all holdings in your customers’ portfolio. Eliminating stale data improves your ability to provide informed value to your customers.
Seamlessly deposit assets from the external portfolio onto your platform
Once you’re able to view your customers’ held-away assets, you can easily encourage them to deposit those assets onto your platform in as few as 3 clicks.
An extensive integration catalog
One integration with Mesh’s secure API unlocks connectivity to 300+ major crypto exchanges, self-custody wallets, and brokerages.
Detailed transaction & transfer history
Access normalized transaction data across your customers’ portfolios all the way back to each account’s opening. No screen scraping means no artificial history caps.