SoFi Integrations

Easy to implement and global crypto tax APIs for your business or Web3 project. We have the right solution for you, whether you are a crypto trader or investor. Fyn (formerly BearTax), has been helping traders and investors calculate and report on Crypto taxes since 2018. With our APIs, we are now able to bring that ease in automation, accounting and reporting to Web3 businesses. Enjoy a mobile-friendly UX, support of multiple commercial models, global reach with our APIs. Fyn can help you scale and grow your Web3 investment and Web3 business.

Utluna provides valuable insights into your portfolio performance and helps you to mitigate behavioral biases. Register anonymously to sync your accounts at different financial institutions in under 5 minutes. It sounds too good to be true! Try our demo account (view only; no setup required) or sign-up for a 30-day free trial (no credit card, no email required). Monitor all your financial assets without affecting their location or how liquid they are. Any asset class, including. equity, debt, currencies, commodities, real assets, digital assets, collectibles, etc. Any security type, including. direct holdings, funds, derivatives, CFDs, etc. Any currency, G10 and beyond. Both bankable and nonbankable assets, listed and not-listed. Using intuitive composition, performance and risk visualizations, you can understand what drives your portfolio. You can customize tags to make your analysis fit your personal view of the world.

Provisian is a platform that makes it simple to create a financial plan, communicate financial advice and manage risk. Simulate market conditions in order to manage risk and take informed decisions. Integrate Provisian seamlessly with over 11,000 financial organizations. A comprehensive platform for collaboration with clients and tracking performance. A responsive team is at your fingertips and available wherever you are. Stay in touch with clients by using a comprehensive financial report that is designed to predict outcomes and minimize risks. This will help you make more informed decisions. Simplify client communication with a centralized platform and intuitive reporting. Create an investment strategy that is tailored to the risk profile and goals of your clients. Visualize and control assumptions that drive each projected result. Monte Carlo simulations will help you make informed financial decisions. Run thousands of simulations to determine the most likely outcomes.

This credit card is unlike any other. You can earn 2% unlimited cash back* when you redeem it* to invest, save, or pay off a SoFi loan. Plus, there's no annual charge. You can now redeem points directly into crypto with the SoFi Credit Card. Earn 2% cashback on all purchases. You can also redeem it into crypto with your SoFi Active Invest account. Redeem it to pay down eligible debts, save or invest with SoFi and get 2% cash back on all your purchases Redeem for a SoFi Credit Card statement card credit and get 1% We'll lower your APR 1% if you make 12 monthly on-time payments at least the minimum amount due. It's as simple as that. A credit card that will help you reach your financial goals. Yes, it is true. Your credit score won't be affected by applying. You can set a monthly budget and receive a notification when you have reached your budget. You can travel internationally without worrying about fees.

SoFi was the first to offer student loan refinancing in 2011. In 2011, SoFi pioneered student loan refinancing. SoFi's employee benefits program provides employers with an easy and comprehensive way for employees to build financial well-being through student loan and 529 plan contributions, financial tools, and other resources. The SoFi at work Dashboard provides employees with a complete financial overview, tools to help them make smart financial decisions, and a portal to all their benefits. It is designed to help them reach their financial goals. SoFi at Work benefits offer a wealth of value to employees, from college planning to managing student debt to building an emergency vault.

Payment orchestration and acquiring for cashless tipping platforms and their guests, merchants and employees. Service workers are losing out on tips as fewer customers carry cash. Accepting and paying tips via cards can be slow and expensive. Use our unified API to accept tip payments at low cost and pay out instant payouts. Multitenant, flexible platform that is transparent and reliable can help you solve complex regulations and multiple merchant/locations models. Custom-built tipping platform that addresses MTL (Money Transmitter License), card network requirements, and PayFac limitations. Unified APIs to accept guest payments and schedule/on-demand payouts for employees/employers. To simplify liquidity management, a single integration is available for the US, Canada and future geographies. Accept digital tips with guests' preferred payment method.

Taiki provides a universal API that automates the extraction of data and documents from payroll and financial providers. This solution allows users to bypass manual uploads of documents by securely connecting to various financial platforms and retrieving tax information. The API supports many documents, including 1040s and W-2s as well as 1099s and bank statements. By leveraging the built-in document processing users can specify and retrieve only the necessary fields, streamlining data retrieval. Taiki's integration abilities cover a wide range of financial institutions and services such as ADP Bank of America PayPal TurboTax and many more. This ensures that diverse user requirements are covered. The platform offers a variety of pricing models including pay-as you go and annual subscriptions per user, to meet the needs of both individuals and enterprises. Implementation is designed for speed.