curl https://api.anessa.co/v1/accounts \
-H "Authorization: Bearer $TOKEN"
Editor note (hidden on the live site): paste code in the Code field on the right and set the card header in Code Title / Code Meta (leave both empty to hide it). Lines starting with // are comments; a quoted line that isn't a key (a chat question or answer) shows as text. Colours and line numbers only appear on the published page.
Start with advice, not questions
Customers often forget pensions or bring outdated statements. When they share their data before or during the meeting, advisors see investments, pensions, savings, insurance and loans across providers, and can spend the time advising.
curl https://api.anessa.co/v1/accounts \
-H "Authorization: Bearer $TOKEN"
Editor note (hidden on the live site): paste code in the Code field on the right and set the card header in Code Title / Code Meta (leave both empty to hide it). Lines starting with // are comments; a quoted line that isn't a key (a chat question or answer) shows as text. Colours and line numbers only appear on the published page.
curl https://api.anessa.co/v1/accounts \
-H "Authorization: Bearer $TOKEN"
Editor note (hidden on the live site): paste code in the Code field on the right and set the card header in Code Title / Code Meta (leave both empty to hide it). Lines starting with // are comments; a quoted line that isn't a key (a chat question or answer) shows as text. Colours and line numbers only appear on the published page.
FAQ
What do we have to build?
Nothing. Advisor Access is a hosted application, so your advisors can start working with customers’ financial data without a development project. Customers share their data through a landing page with Anessa Connect built in, and it appears for the advisor in one clear view, ready before or during the meeting. If you later want the same data in your own advisory or CRM systems, the Financial data API and MCP server return exactly the same data.
Can we use it with our own advisory system instead?
Yes. If your advisors already work in their own advisory system, the shared data can go straight into it through the Financial data API, so they get the customer’s context without switching tools. The integration work sits with your system provider. In the meantime, you can start with Advisor Access so your advisors benefit from day one.
Can the customer share before the meeting?
Yes. The advisor guides the customer to a hosted page, where they choose their providers and share their data with consent, in their own time. When the meeting starts, the advisor already has the full picture, so the conversation can go straight to advice instead of gathering information. The same page also works for winning new customers: link to it from online campaigns, and prospects arrive at their first meeting with their finances already shared.
Does this work for a call centre as well as a meeting?
Yes, and the flow was built for it. Collection can start before the call or while the customer is on the line: the agent guides them to the same hosted page, they share their data with consent in seconds, and it appears for the agent straight away. The conversation moves from collecting information to giving relevant guidance, without asking the customer to look up statements or read out figures.
How long does it take to go live?
Your advisors can start as soon as your account is created and access is granted. There’s nothing to build or install, so the pace is set by your own rollout to advisors, not by a development project.
Is it secure and consented?
Yes. Data collection only starts after your customer consents and authenticates with each provider. Anessa uses the credentials only for that collection and discards them right away, so they never reach your systems or your advisors. Data is encrypted in transit and at rest, stored in the EU, and Anessa is ISO 27001 certified.