How It Works

Investment
Terms
Término

Through our API, Wealth2B presents the available investment terms, showing estimated rates for liquid instruments..

Automatic
Investment
Compra

Once the user selects the term and amount, Wealth2B automatically purchases the Treasury that meets the instructions.

Detailed
Confirmation
Confirmación

A confirmation is sent to the client detailing the final interest rate that will be earned at the maturity of the acquired instrument.

Reinvestment
or Transfer
Reinversión

At maturity, Wealth2B automatically reinvests the funds or transfers them to the client’s account, based on the user’s configuration.

Simplify

The Wealth2B API turns the complexity of investing in global fixed income into the simplicity of defining three parameters. We take care of the rest.


Monto

Amount
Término

Term
Reinversión

Reinvestment

Features



Instant Deposits
Acreditación inmediata de depósitos

Upon sending a deposit instruction, the client immediately receives purchasing power to execute the transaction.

T+1
Withdrawals
Retiros T+1

Clients can withdraw funds to their account with a T+1 settlement period after the maturity of a Treasury Bond investment.

Investment
Term Options
Plazos de inversión

We offer investment options with terms every 15 days, with fixed maturity dates to facilitate planning.

Integration with
Bank Sweep
Automatización

This product complements the ability to move funds to or from the Bank Sweep program, optimizing the generation of highly attractive returns.





Simulator

With our API, you can offer your end customers an intuitive and automated investment experience, like the one shown below, on which you can design a custom UX/UI.


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