InvestSuite Integration API documentation
Introduction
Initializing search
Concepts
Scenarios
Robo Advisor
Self Investor
Deployment
StoryTeller
Optimizer
Insight APIs
Integration OpenAPI
Insight APIs OpenAPI
Release notes
InvestSuite Integration API documentation
Concepts
Concepts
Introduction
Glossary
Authentication
Events
Embedding
API errors
Business objects
User (object)
Portfolio (object)
Transaction (object)
User document
Notifications
Scenarios
Scenarios
Onboarding (process)
Funding & withdrawal (process)
Suitability profiler
Thematic search
Robo Advisor
Robo Advisor
Introduction
Quick start
Middleware design
Rebalancing (process)
Optimization (object)
Policy (object)
Self Investor
Self Investor
Introduction
Product set-up
Clients and accounts
Data provider
Integrations
Investment universe
Place order
Portfolio overview
Cash account
Features Overview
MiFID compliance
Audit logging
Deployment
Deployment
Frontend
Frontend
Application Offering
App-in-App SDK
App-in-App SDK
Setup
Setup
React Native
Flutter
iOS
Android
Handovers
Notifications
Navigator Actions / Deeplinks
Backend
Backend
Introduction
Requirements
Installation
Operations
Troubleshooting
StoryTeller
StoryTeller
Quick start
Overview of the system and access points
Generating a report
Generating a report
Calling the StoryTeller API
Reading the log file
Optimizer
Optimizer
Introduction
Insight APIs
Insight APIs
Introduction
Authentication & Usage
Custom Data API
Attribution API
X-Ray API
ID Card API
Themes API
Smart Search API
Inspiration API
Logos API
Monte Carlo API
Past Performance API
Reference API
Tenant Configuration
Methodology
Methodology
X-Ray
Inspirations
Future Performance
Attribution
Integration OpenAPI
Insight APIs OpenAPI
Release notes
Introduction
This section handles topics that are specific to Robo Advisor.