Welcome to the
A secure integration platform for
Comprehensive API sets
The same APIs used by our web site.
Options include instructions,
financial calculators, and reports.
Customised for you
Choose the API sets you need.
Receive detailed developer documentation.
Test your API calls in the portal.
Modern REST API
Powered by Microsoft Azure.
Secured with CloudFlare.
About us
Designed for advisors, built in collaboration. Our industry-leading platform simplifies and enhances your business to help deliver the best financial planning outcome for your clients. With a multi-decade track record in building long-term partnerships with independent financial advisers, we strive to provide you with a smarter, more efficient way to manage your clients’ investments.
Our platform offers a wide range of product and investment choice, flexibility to make changes as your clients’ needs and preferences change, competitive and transparent fees plus the personal service you would expect – and with average management tenure of over 16 years and more than R200bn under administration, we offer the stability you need.
Our APIs
Instructions
Investor onboarding
New & additional investments
Switches & withdrawals
Static detail changes
Financial Calculators
CDD compliance
Regulation 28
Capital gains tax exposure
Internal rate of return
Queries & Reports
Investor portfolios & transactions
Instruction tracking
Advisor & firm book reports
Charting tool data
If you are interested in integrating with our APIs,
or need more information on the services we offer,
please contact our business development team on 0860 444 487