Wealth Management API Library

Overview

The API revolution has become a key technology component in the wealth-management industry. It enables banks to integrate innovative technologies in a simpler and better way, facilitating change and increasing competitiveness with the “”new players”” in the market.

Access a full range of digital wealth-management tools for advisors and end-users.

Plan and analyse, generate investment proposals, create and rebalance portfolios. Our marketplace offers financial entities tools for specific advisory tasks or workflows.

Portfolio Analysis API LIBRARY.

An exclusive archive to help portfolio managers to measure performance, risk, allocation, diversification and other data for portfolios and asset classes.

Portfolio Analysis

All functions to provide a complete analysis of investment portfolios. Track investments through risk and performance alerts, portfolio reports, and control monitors. Tools to virtualize and group portfolios

get_portfolioanalysis
get_portfolioactivity
Get/Set_PortfolioRateFees

Get_PortfolioReportPDF
Evaluate_PortfolioSRRIRisk
Create_Grouped_Portfolio

Advice

Investment Proposals and Financial Planning for Retirement and Savings with medium and long-term investment objectives. Monitoring investment portfolios through alerts, reports and regular rebalancing processes, to ensure investments are suitable and appropriateness

set/get/cancel_contract
evaluate_retirement_planning
get_proposalsummary

Evaluate_Rebalancing
Get_InvestorProfileQuestionnairey
Get_Proposal_Report

Data Feeds

Data: Management, analysis and provision of large amounts of structured data (product governance and customer investment data) that are the basis of the entire wealth management process.

Global_AssetSearch
Get_AssetProfileConfiguration

Get/Set_AssetMetada
Get_BenchmarkAnalysis

Investment tools

Set of tools that visually project, comparative information of technical analysis of the instruments (Risk, Performance, Composition, Trend, Strength, Cycle Phase…) and that will allow to optimize the return on investment.

Get_AssetAnalysis
Get_AssetsComparison

Get_MultiAssetScreener
Get_AssetChart

Model portfolios

Model portfolio management, basis for advisory and discretionary portfolio management, which follow the entity’s investment strategy, to provide adequate distribution and diversification of assets.

Get/Set_ModelPortfolios
Evaluate_SRRIRiskBuyLists
Get/Set_PortfolioModelPortfolio

Get/Set_ModelPortfolioRatesFees
Get_ModelPortfolioReportPDF

Calculation

Extensive set of calculations to measure the risk of assets and portfolios. Absolute Risks (Volatility, VaR, VaR Contribution, Sharpe Ratio, ConditionalVaR) and Relative Risks (Alpha, Beta, Correlation, TrackingError) are calculated to make the best investment decisions.