WealthTech APIs

Tools to easily develop a mutual fund distribution platform

What is WealthTech APIs?

Set of APIs and tools for Advisory required to develop a Mutual Fund Platform.

Build A Mutual Fund Platform

We provide a bridge that will accelerate your journey

ACCOUNT CREATION

APIs to onboard customers digitally.

KYC PROCESS

Check KYC status and enable video KYC.

COMPLIANCE

Submit FATCA and check bank details before account is ready.

INVESTMENT

Manage scheme information, validations and enable one-time or SIP payments.

BANK MANDATE

Get recurring SIP payments using a one-time mandate.

PORTFOLIO DATA

Automate data reconciliation and APIs to update data from several Mutual Funds/ RTAs.

Why Partner With Us?

Select the building blocks that you need and develop your investment app faster (mobile/ web).

SAVE TIME

Go live in 3 months

Average 8-12 months for in-house
development of APIs

LOWER RISK

Tested APIs that are powering
thousands of transactions

New APIs/backend development
increase project risk

Personalized Investment Experience

Product

Easy user journeys

Data analytics

Triggers and
notifications

Operations

Digital account opening

KYC and compliance

Investment data and customer support

Advisory

Scheme selection

Asset allocation

Portfolio monitoring and notifications