Build powerful wealth management apps
We provide scalable RESTful APIs with powerful wealth analytics which can be fully integrated in your system landscape and client experiences. This is how you build apps in weeks, not years!
Build wealth and asset management apps in weeks, not years, with scalable, fully integrable APIs.
Gain a unified view of portfolios, enhancing transparency and risk management with consolidated analytics.
Access performance, risk, and exposure insights across all levels for informed, data-driven decisions.
Data consolidation analytics & reporting
Get real-time data analytics across all your portfolios and positions. Consolidate across custodians, portfolio and mandates. Enhance transparency and mitigate risks by leveraging our sophisticated reporting API, providing you with a holistic view of your financial landscape.
Third-party integrations
Build, integrate and launch your financial app on our pms or be integrated as a hyperapp in our etops Wealth Discovery app and join our partner program to profit from our larger distribution base.
Performance, risk & exposure APIs
Access comprehensive performance, risk and exposure figures across all your consolidation levels in real-time. Build a wealth management risk system and uncover opportunities across the entire asset basis.
Portfolio & transaction analysis API
Access all your portfolios, positions and transactions across all custodians and all asset types. Ready to build dashboards, management information systems, or wealth insights? We can help you get your data science journey on the way!
Consolidation & analytics API
Define your data grouping preferences and specify the consolidation level required for optimal analytics. Compare and measure against your predefined trading strategies and execute orders efficiently while ensuring compliance with investment policies that go further than just your portfolio level.
What is an API?
API is the acronym for Application Programming Interface, which is method for software applications to talk to each other. Each time you use an app like Outlook, send an instant message or check the weather on your phone, you’re using an API. Etops has two distinct API’s for different purposes, the portfolio analysis API and the Data API.
What is the RESTful API?
Our RESTful API portfolio analysis offers the possibility to create evaluations based on key figures for a portfolio or a set of portfolios. The metrics can be grouped across various levels. The retrieval is possible via the REST interface and the communication takes place in JSON format.
What is the Etops Data API?
Our Data API offers the possibility to get static data related to you clients, portfolios, mandates and instruments. It can be as easy as retrieving the clients domicile or posting an updated risk profile for a client. The retrieval is possible via the REST interface and the communication takes place in JSON format.
Where are the APIs documented?
Get in contact with sales and we make sure we provide you with the necessary documentation to get started. We will soon have a dedicated developer.etops.com page to make you more self-serving. Keep coming back 😉
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