DATA SERVICES API

Transact integrations make doing wealth management business easier. They reduce friction, eliminate rekeying, reduce user errors, speed up execution of instructions and create efficiencies leading to a lowering of costs.

Transact is integrated with many software providers who offer a wide variety of services to Transact advisers – such as cash flow modelling, CRM systems, fund research, analysis, portfolio construction and more.

Application Programming Interfaces (APIs) are the way software providers can integrate with Transact. The following Transact APIs are currently available and we are working on others:

• Account Opening – securely transfer data from software provider to Transact
• Valuation data – a valuation of the client’s portfolio as of today
• Transaction data – a list of all the transactions within the client’s portfolio
• Remuneration data – a record of payments from the client to the adviser to facilitate the reconciliation of adviser fees

This video is a brief introduction, of the Account Opening API and its benefits, to software providers and the advisers who use their software.

Building to our APIs

To help developers we provide technical specifications for building to our APIs.