Wealth Management APIs

With our APIs, you have access to institutional-caliber wealth management, features, capabilities, and analytics. Whether you’re looking to augment your existing solution, or build your own investment advice solution, our Advisor Software Wealth Management APIs let you deploy new financial solutions more efficiently than ever before.

Following are just a few of our featured, high-value APIs:

Our Monte Carlo Simulation API is used to run thousands of simulations on one or more portfolios over a specified time period, returning a range of wealth projections and risk-and-return metrics for each portfolio.

Our Portfolio Shocker API analyzes the effect of past major market events (both negative and positive) against existing portfolio holdings versus a target model portfolio or index. Select up to 15 market events including 1987's Black Monday and the Dotcom crash to measure how relative performance impacts a portfolio.

Our Historical Risk & Return API analyzes up to five portfolios, then returns each portfolio’s cumulative historical risk and return over a particular period. The desired time frame, up to 10 years, can be specified in the request.

Questionnaire Score

Our Model Portfolios API returns a list of model portfolios for a given tenant, along with holdings and performance detail.

The Model Portfolios API returns different information based on the request. If the Model Portfolios API is called without any input parameters, then the complete list of model portfolios for the firm will be returned with just the name and ID of each model portfolio. You would use this option if you were trying to show a summary list of model portfolios, or if you needed to get a model ID to use in another API request. Additionally, you can include flags in the request to specify whether to return holdings and performance information for each model portfolio.

Optionally, if a model ID is included in the API URL, then only the details for that model portfolio will be returned. Again, you can include flags in the request to specify whether to return holdings and performance information for the model portfolio.

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Features List
  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID

  • Questionnaire Name

  • Questions/Answers

  • Scoring Ranges

up
Model Portfolios

Our Model Portfolios API returns a list of model portfolios for a given tenant, along with holdings and performance detail.

The Model Portfolios API returns different information based on the request. If the Model Portfolios API is called without any input parameters, then the complete list of model portfolios for the firm will be returned with just the name and ID of each model portfolio. You would use this option if you were trying to show a summary list of model portfolios, or if you needed to get a model ID to use in another API request. Additionally, you can include flags in the request to specify whether to return holdings and performance information for each model portfolio.

Optionally, if a model ID is included in the API URL, then only the details for that model portfolio will be returned. Again, you can include flags in the request to specify whether to return holdings and performance information for the model portfolio.

.

Features List
  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID

  • Questionnaire Name

  • Questions/Answers

  • Scoring Ranges

up

Our Efficient Frontier API quickly returns the expected risk and return percentages for up to five portfolios, aligned to an Efficient Frontier curve. The Efficient Frontier illustration is then used to compare a portfolio with theoretically efficient portfolios.

Our Asset Allocation API rapidly analyzes an investment portfolio to determine the asset allocation and asset-class assignments of each holding, then returns a portfolio-level analysis with a percentage allocation for each asset-allocation subclass.

Model Portfolio Selection

Our Model Portfolios API returns a list of model portfolios for a given tenant, along with holdings and performance detail.

The Model Portfolios API returns different information based on the request. If the Model Portfolios API is called without any input parameters, then the complete list of model portfolios for the firm will be returned with just the name and ID of each model portfolio. You would use this option if you were trying to show a summary list of model portfolios, or if you needed to get a model ID to use in another API request. Additionally, you can include flags in the request to specify whether to return holdings and performance information for each model portfolio.

Optionally, if a model ID is included in the API URL, then only the details for that model portfolio will be returned. Again, you can include flags in the request to specify whether to return holdings and performance information for the model portfolio.

Features List
  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID

  • Questionnaire Name

  • Questions/Answers

  • Scoring Ranges

up
Progress to Goal

Optionally, if a model ID is included in the API URL, then only the details for that model portfolio will be returned. Again, you can include flags in the request to specify whether to return holdings and performance information for the model portfolio.

.

Features List
  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID

  • Questionnaire Name

  • Questions/Answers

  • Scoring Ranges

up

Portfolio Analysis APIs

Monte Carlo Simulation

Optionally, if a model ID is included in the API URL, then only the details for that model portfolio will be returned. Again, you can include flags in the request to specify whether to return holdings and performance information for the model portfolio.

Features List

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID

  • Questionnaire Name

  • Questions/Answers

  • Scoring Ranges

up

Asset Allocation

Optionally, if a model ID is included in the API URL, then only the details for that model portfolio will be returned. Again, you can include flags in the request to specify whether to return holdings and performance information for the model portfolio.

Features List

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID

  • Questionnaire Name

  • Questions/Answers

  • Scoring Ranges

up

Sector Analysis

Optionally, if a model ID is included in the API URL, then only the details for that model portfolio will be returned. Again, you can include flags in the request to specify whether to return holdings and performance information for the model portfolio.

Features List

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID

  • Questionnaire Name

  • Questions/Answers

  • Scoring Ranges

up

Efficient Frontier

Optionally, if a model ID is included in the API URL, then only the details for that model portfolio will be returned. Again, you can include flags in the request to specify whether to return holdings and performance information for the model portfolio.

Features List

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID

  • Questionnaire Name

  • Questions/Answers

  • Scoring Ranges

up

Historic Performance Analysis

Optionally, if a model ID is included in the API URL, then only the details for that model portfolio will be returned. Again, you can include flags in the request to specify whether to return holdings and performance information for the model portfolio.

Features List

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID

  • Questionnaire Name

  • Questions/Answers

  • Scoring Ranges

up

Average Annualized Returns

Optionally, if a model ID is included in the API URL, then only the details for that model portfolio will be returned. Again, you can include flags in the request to specify whether to return holdings and performance information for the model portfolio.

Features List

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID

  • Questionnaire Name

  • Questions/Answers

  • Scoring Ranges

up

Annual Calendar Returns

Optionally, if a model ID is included in the API URL, then only the details for that model portfolio will be returned. Again, you can include flags in the request to specify whether to return holdings and performance information for the model portfolio.

Features List

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID

  • Questionnaire Name

  • Questions/Answers

  • Scoring Ranges

up

Portfolio Management

Rebalancer

Optionally, if a model ID is included in the API URL, then only the details for that model portfolio will be returned. Again, you can include flags in the request to specify whether to return holdings and performance information for the model portfolio.

Features List

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID optional...

  • Questionnaire ID

  • Questionnaire Name

  • Questions/Answers

  • Scoring Ranges

up

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