Avaloq Robo-advisor

Avaloq Robo-advisor

API

Connectivity for third-party Robo Advisory solution providers

The Robo-Advisor API module includes several API endpoints, offering connectivity for third party Robo-advisory providers. Avaloq’s Robo-Advisor API module supports the full range of functionality needed to integrate external Robo-Advisory solutions with Avaloq’s banking modules. The API module lets third party Robo-Advisors and similar service providers access and use functionality within an Avaloq-powered bank. The features include robo-account opening, initiating cash investment in the newly opened account, portfolio overview, initiating securities orders, and notifications about executions. The API module also includes a subscription mechanism that lets you subscribe to trading event notifications.

Avaloq

API

Connectivity for third-party Robo Advisory solution providers

The Robo-Advisor API module includes several API endpoints, offering connectivity for third party Robo-advisory providers. Avaloq’s Robo-Advisor API module supports the full range of functionality needed to integrate external Robo-Advisory solutions with Avaloq’s banking modules. The API module lets third party Robo-Advisors and similar service providers access and use functionality within an Avaloq-powered bank. The features include robo-account opening, initiating cash investment in the newly opened account, portfolio overview, initiating securities orders, and notifications about executions. The API module also includes a subscription mechanism that lets you subscribe to trading event notifications.

Avaloq

This API is used by

Back End System
Avaloq