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InvestSuite Integration API

Welcome to the InvestSuite Integration API developer documentation. Glad you're integrating with InvestSuite!

Before going further let's make sure you've come to the right place. These pages provide technical documentation to assist developers in working with our APIs. We assume you've determined with our specialists the type of integration you’d like to set up and are ready to dive right in. If not and instead you would like to know more about our products, please get in touch with a team member or find out more on investsuite.com. And if you run in trouble or anything, just drop us a mail at api@investsuite.com and we will very quickly respond.

About this API

The InvestSuite API is an Open API 3.0 compliant API for developers to integrate with InvestSuite products and services. It is a REST API specifically designed for backend-to-backend integrations. Common use cases for the InvestSuite API are:

  • Initiate accounts in the InvestSuite system
  • Update portfolio holdings and transactions
  • Retrieve portfolio statistics

Info

You are looking at version 1.9 of the InvestSuite API. As renewed insights arise it will be necessary to change and adjust some parts of the API. Still it is the intention of InvestSuite to not introduce breaking changes so that version upgrades will not affect your integrations. Instead of changes to existing endpoints and models, in future versions endpoints may be added and models extended.

The InvestSuite API is in constant progress to give you a good developer experience and make integration as effortless as can be. If you have any ideas or comments please send them to api@investsuite.com. 

So… let’s dive in.

About InvestSuite

InvestSuite provides wealthtech solutions to banks, brokers, wealth managers and other financial institutions in Europe, the Middle East, Asia and the Americas. Our suite of products consists of Portfolio Optimizer, StoryTeller, Robo Advisor and Self Investor, all world class digital investment solutions to serve your clients better. For more information, please visit www.investsuite.com.