Skip to content

Module

APIs and integrations Build your own flow on top of ours.

Without it

What this costs you today.

A platform without an API forces you to work the way it works. For an institution with its own channel, that is the difference between embedding wealth management and bolting it on beside.

What it does

Business rules, not adjectives.

  • The operations the interface performs are available as REST endpoints.

  • Webhooks push events rather than requiring you to poll.

  • Credentials are per tenant and scoped.

  • Integrations state their direction and frequency rather than being described as connected.

On screen

APIs and integrations, as it ships.

API credentials, webhooks and integration status: a table of keys with their scopes, environment and last use — one of them revoked — a webhook table with delivery counts and success rates per event, and an integration panel naming each connection with its direction and frequency.

Coverage

Which product classes this covers.

Covers the core book — clients, orders, holdings, transactions and revenue.

How it works

Three or four steps, in order.

  1. Get credentials

    Scoped to your tenant.

  2. Build against the sandbox

    Before touching anything live.

  3. Subscribe to events

    So your system learns about changes rather than asking.

Questions about apis and integrations.

Where is the API documentation?

developers.finvica.com is gated on a public-API versioning decision rather than a date (00 §11). It will be public and will not sit behind a form.

See apis and integrations on a real book.

Weekdays 09:30–18:30 IST