Notifications

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Context

InvestSuite offers a standard set of push or in-app notifications.

Below you can find a detailed list of the notifications InvestSuite offers.

How are notifications delivered?

Robo Advisor

	Standalone application	SDK (add-to-app)
Responsible	InvestSuite sends out push notifications	Client is responsible for sending out push notifications
Integration pattern	No integrations are needed.	InvestSuite delivers the type of the notification on a message bus (kafka, rabbitMQ...).

Self investor

Under construction

Supported notifications

Robo Advisor

Overview

Notification	ID	Description	Relevant for standalone app	Relevant for SDK
First-time cash received in a portfolio	FIRST_TIME_CASH_RECEIVED	Sent to the user when a particular portfolio is first funded with cash and that cash is received in that portfolio. (min amount is reached)	Yes	No (in case of instant funding)
First-time assets purchased in a portfolio	FIRST_TIME_ASSETS_PURCHASED	Sent to the user when a portfolio is first invested.	Yes	Yes
New cash received which will be invested soon	CASH_RECEIVED	This is after the portfolio is topped up with more cash. This can be another lump sum, or a monthly investment.	Yes	No (in case of instant funding)
Portfolio rebalanced because of newly added cash	ASSETS_PURCHASED	After cash has been received (and the pop-up directly above is sent) we will let the user know once his portfolio has been rebalanced with new assets being purchased.	Yes	Yes
Assets sold to generate cash for a withdrawal instruction	ASSETS_SOLD	Sent to users after assets have been sold following a withdrawal instruction to let them know that their portfolio has changed.	Yes	Yes
Cash sent to your bank account	CASH_SENT	Sent following the notification directly above, once that money has been sent by the app to the users bank account. (triggered by events/withdraw endpoint in investsuite api)	Yes	Yes
Portfolio allocation change to get portfolio back in line with constraints	REBALANCE_OUT_OF_BOUNDS	“out of bounds” rebalance, to keep it in line with constraints (eg: risk profile)	Yes	Yes
The user’s portfolio has been activated at the side of the Broker/Custodian	PORTFOLIO_ACTIVATED	Account has been created at the side of the broker/custodian	Yes	Yes (if broker integration)

Example

Event body

{
  "_type":"REBALANCE_OUT_OF_BOUNDS",
  "portfolio":{
      "id":"{ivs-portfolio-id}",
      "name":"{portfolio-name}"
      },
  "details":{
      "id":242,
      "userId":"{ivs-user-id}",
      "tenant":"{tenant}",
      "namespace":"{value}",
      "module":"ROBO",
      "timestamp":1709716246011
      }
}

Field	Type	Content
_type	string	type of notification
portfolio.id	string	InvestSuite portfolio id
portfolio.name	string	Portfolio name as set by user and known in InvestSuite
details.id	string	notification id
details.userId	string	InvestSuite user id
details.tenant	string	fixed value referring to the tenant
details.namespace	string	fixed value, can be ignored
details.timestamp	timestamp	timestamp when the notification was created

Self investor

Under construction