Insight APIs
A suite of API-enabled solutions to guide wealth customers in their investment decisions and bring portfolio reporting to life.
A broad suite of unique insights to embed into your customer experience.
End customers rarely get a rich picture of their investments: they either receive limited information or, alternatively, an overload of data.
Our goal is to make managing wealth an engaging and immersive experience. We provide a suite of products designed to embed into your customer experience to augment your platform.
Insight APIs are API-enabled solutions to guide and inspire wealth customers in their investment decisions and bring portfolio reporting to life in an intuitive, engaging manner.
Investment Decision Support
These Insight APIs guide and inspire wealth customers in their investment decisions.
Ideas List
- Themes API - Curated thematic lists to provide smart grouping of securities.
- Inspiration API - Inspire with fresh investment ideas.
- Smart Search API - Search for instruments on a wide range of criteria.
Descriptive Information
- X-Ray API - Fundamental data transformed into actionable insights
- Logos API - Global brand logos aggregated in one endpoint
- ID Card API - An on-demand snapshot of relevant security data.
Broader Indicators
- Economic Dashboard API - Indicators that elegantly communicate key economic data.
Investment Reporting
These Insight APIs bring portfolio reporting to life.
- Past Performance & Attribution API - Performance calculation and attribution for transparency and engagement
- Portfolio & ESG Analytics API - Analytics on portfolios and ESG performance
- Monte Carlo API - Simulate long-term performance to educate and inspire
