API Tiers
We offer a variety of API tiers to allow you to choose the correct level of complexity required for your business needs. The details of these tiers can be seen in the table below. Still need some assistance, contact our team at sales@financialsimplicity.com who'll be happy to help.
Free Trial
Limited access to the basic tier.
Basic
A request to generate investment orders aligning portfolio holdings with a model portfolio of target portfolio cash& investment holding allocations with investment mandate rules defining:
•minimum trade size & holding values
•treatment of non-model portfolio holdings
•investment exclusion, substitution & reservations
Standard
The Standard request includes the option of portfolios consisting of multiple accounts, the facility to define several model portfolios with the portfolio holdings aligned to a ‘mixed’ model portfolio (a combination of the individual model portfolios) and extends the Basic investment mandate options with the following:
•investment ratings altering the treatment of investment holdings in the calculation
•inclusion of cash adjustments in the calculations
Standard + Tax
The Standard & Advanced tiers may be enhanced for portfolios with holdings defined with acquisition parcels with capital gains aware calculations in the generation of investment orders
Advanced
The Advanced request adds the following features:
•portfolio holdings may include cash holdings in multiple currencies
•a more structured (‘hierarchical’) model portfolio definition
( e.g. defining asset & sector or region category allocations etc. each with a set of investment allocations)
•additional portfolio account & investment exclusion, substitution & reservations mandate options
Advanced + Tax
The Standard & Advanced tiers may be enhanced for portfolios with holdings defined with acquisition parcels with capital gains aware calculations in the generation of investment orders