Advanced tools to manage investment portfolios, track performance, and analyze holdings.
Verify customer identity and assess investment eligibility based on regulatory requirements.
Access comprehensive information on investment accounts, balances, and account types.
Detailed view of investment holdings across stocks, bonds, funds, and alternative assets.
Comprehensive record of all investment transactions, dividends, and capital activities.
Real-time portfolio valuation, performance metrics, and risk analysis.
Seamlessly integrate with trading platforms, wealth management systems, and financial apps.
Comprehensive set of APIs for investment account management, portfolio analysis, and performance tracking.
Shares detailed data on portfolio holdings across various asset classes.
/portfolio/holdings
Provides historical data on investment transactions and corporate actions.
/transactions/history
Displays real-time balances and tracks overall portfolio performance metrics.
/account/performance
Provides verified customer identity data and investment eligibility.
/kyc/verification
Retrieves information on investment accounts, balances, and account types.
/investment/accounts
Gain complete visibility and control over diverse investment portfolios across multiple asset classes.
Robust KYC verification and regulatory compliance measures protect investor interests.
Track investment performance, risk metrics, and portfolio valuations with up-to-the-minute accuracy.
Easily connect with trading platforms, wealth management systems, and financial applications.