Try Now ☰Our APIs at a Glance
Our APIs empower financial planning and wealth management firms to streamline operations, enhance client engagement, and ensure regulatory compliance. From managing client relationships and financial data to automating event notifications, each API is designed to support key business workflows with flexibility, security, and scalability.
CRM
Manage relationships and information about clients.
This API lets your business keep track of who your clients are, who works for you, and how everyone is connected. It also helps you store and retrieve important documents and manage relationships between people and teams.
Finances
Track and manage all financial arrangements for clients.
This API helps your business record incomes, expenditures, investments, and pensions for each client. It’s essential for financial planning, reporting, and compliance.
Tracking
Monitor financial arrangements and generate unique IDs for new records.
This API is used to keep track of a clients investments and pensions and returns a list of finances. It’s useful for ensuring data integrity and tracking changes over time.
Profiling
Assess client risk and gather insights through questionnaires.
This API allows you to run risk assessments, collect questionnaire responses, and analyse risk levels. It’s vital for compliance, suitability checks, and understanding client needs.
Pub Sub
Automate notifications and event handling across systems.
This API lets your business set up subscriptions to important events (like document creation) and receive notifications automatically. It’s key for workflow automation and ensuring nothing is missed.
Fact Find Invitations
Invite clients to securely provide their personal and financial information online.
This API lets you send invitations for clients to complete their fact find, track their progress, and collect all necessary details for compliance and advice.