API engine

A comprehensive set of APIs, covering front, middle and back office capabilities. Being modular in nature, it gives you the flexibility to roll out features progressively even as we expand our feature offerings on an ongoing basis.

Front-Office Services
KYC & Onboarding
Risk Assessment
Client Dashboard
RM/Lead RM Dashboards
Product Services
Goal Based Investing
Thematic Investing
Product Recommendation Engine
Investment Services
Investment Plan
Investment Proposal
Cash/Funds transfers
Order Management Services
Pre-Trade Checks
Order Generation
Order Aggregation
Order Optimization & Execution
Portfolio Management Services
Sub-Account Creation
Block-Unblock cash/securities
Portfolio Valuation
Portfolio Health Checks
Back-Office Services
Settlements
Ledgers & Accounting
Billing
Data Services
Market and Reference Data
Tick-Data & Historic Data
Corporate Actions Data
Strategy Services
Discrete Strategies
Continuous Curve Strategies
Strategy Rebalacing
Post-Investment Journey
Additional Investments
Withdrawals
Portfolio Rebalancing
Investor Services
Login/ Authentication
Notifications & alerts
Investor Reporting