Is your legacy platform keeping you behind? Innovate and deliver client value with the APIs of etopsOS

Our APIs are designed to enable developers with the endpoints they need to build powerful apps and become true WealthTech players. With etopsOS APIs, you can build apps in weeks, not years. Open finance and wealth management APIs represent a fundamental shift in how financial services are delivered and how easy apps can be built. Here’s how APIs can make a difference:

Streamlined Operations

Wealth management involves many complex tasks, from portfolio management and performance tracking to regulatory compliance and client reporting. Integrating our APIs can significantly streamline these processes.

Improved Data Integration

In today's data-driven world, having access to comprehensive and accurate data is crucial. Our APIs facilitate seamless integration with various data sources, ensuring that wealth managers have real-time access to the information they need. Whether it’s portfolio and mandate data, client lifecycle information (and CRM), or advanced performance & risk metrics, our APIs consolidate data into a unified platform, providing a holistic view that enhances decision-making and strategy development.

Scalability and Futureproofing

As your business grows, your technological needs will evolve. Our APIs, offered via Software as a Service on our scalable cloud platform, ensure that your applications can grow alongside your firm. Horizontal scalability allows you to grow your business without the bottle neck on technology. Whether you’re expanding your client base, adding new services, or entering new markets, our APIs will adapt to your changing needs. etopsOS ensures that your firm remains agile and competitive in an ever-changing financial landscape.

Launch new apps within weeks, not years!

We understand the developer persona and deliver benchmarked, clearly documented APIs, leveraging the same REST APIs for our own products. We use business friendly language making it even easier to understand the use case. Accelerate your firm’s digitalization efforts without having to change your legacy system, which can be a challenging task. We offer the following use cases via APIs:

Portfolio & Transaction Analysis

Our APIs enable real-time portfolio monitoring and management. You can access all your portfolios, positions, and transactions across all custodians and asset types, allowing you to make informed decisions quickly. This level of oversight is crucial for maintaining optimal portfolio performance and achieving clients' financial goals.

Data Consolidation Analytics & Reporting

Getting detailed and accurate analytics across custodians, private market investments, and non-bankable assets can be time-consuming and laborious. You define data grouping preferences and specify the consolidation level required for optimal analytics. Our APIs provide real-time data analytics across all your mandates, portfolios, and positions, enabling you to build holistic wealth apps for your clients.

Performance, Risk & Exposure APIs

Our APIs can power sophisticated tools, enabling wealth managers to build comprehensive wealth management risk systems and uncover opportunities across the entire asset base. By integrating our APIs, managers can access comprehensive performance, risk, and exposure figures across all consolidation levels in real-time.

Conclusion

In an industry where precision, efficiency, and data are key, our etopsOS APIs provide the tools necessary to elevate your services. For institutions and companies that struggle with tech tools requiring time, expertise, and money to scale and expand, integrating our APIs allows wealth management firms to quickly streamline operations, enhance customization, improve data integration, and ensure scalability and security. These benefits translate into superior client service and a competitive edge in the marketplace.

Discover how our Wealth Management APIs can transform your business. Explore our products today and take the first step towards a more efficient, secure, and client-centric future in wealth management.