Integration architecture
Options¶
- Broker Integration by InvestSuite: Existing 'Fat Connectors'
- Saxo
- Avaloq
- Integration by the Client
- Direct Integration: Client integrates and interacts directly with our Transaction model
- Thin Connector: Client implements thin connector spec
Capabilities¶
| Funding | Withdrawal | Orders | Reconciliation | |||
|---|---|---|---|---|---|---|
| Integration by InvestSuite | Yes | Yes | Yes | Yes | ||
| Integration by Client | Direct Integration | Self Investor | - | - | - | - |
| Robo Advisor | Yes |
|
Through /optimizations/current | - | ||
| Thin Connector | Self Investor | Yes (through (realtime) Reconciliation - CashDepositEvent) | Yes (TransferCash) | SendOrder | Yes | |
| Robo Advisor | SendBlockOrder | |||||