DigitalWealth APIs

Build and own your customer experience, powered by the feature packed WeInvest API suite

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API engine

A comprehensive set of APIs, covering front, middle and back office capabilities. Being modular in nature, it gives you the flexibility to roll out features progressively even as we expand our feature offerings on an ongoing basis


Front-Office Services

KYC & Onboarding

Risk Assessment

Client Dashboard

RM/Lead RM
Dashboards

Product Services

Goal Based Investing

Thematic Investing

Product Recommendation Engine

Investment Services

Investment Plan

Investment Proposal

Cash/Funds transfers

Order Management Services

Pre-Trade Checks

Order Generation

Order Aggregation

Order Optimization
& Execution

Portfolio Management Services

Sub-Account Creation

Block-Unblock
cash/securities

Portfolio Valuation

Portfolio Health Checks


Back-Office Services

Settlements

Ledgers & Accounting

Billing

Data services

Market and Reference Data

Tick-Data & Historic Data

Corporate Actions Data

Strategy Service

Discrete Strategies

Continuous Curve
Strategies

Strategy Rebalacing

Post-Investment Journey

Additional Investments

Withdrawals

Portfolio
Rebalancing

Investor Services

Login/ Authentication

Notifications & alerts

Investor Reporting