API Portal

The Complete Wealth Infrastructure for Developers
Privé's API Portal gives you programmatic access to the entire wealth management stack — from portfolio construction and market data to client management and advisory workflows. Build robo-advisors, power institutional platforms, or embed wealth capabilities into your application with production-grade APIs designed for scale.
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Trusted by leading institutions to power
‍next-generation wealth platforms

Privé for Developers provides a unified API platform that connects custodial data, trades, orders, and market information in one place.

It is is cloud-native, horizontally scalable, and proven in production with leading global institutions.

Key Features

Data Hubs

The platform acts as a central data hub, giving developers a single API gateway to custodial data, orders, trades, and market data. This unified access reduces integration effort, speeds up time-to-market, and unlocks scalable one-to-many connectivity for new products and client solutions.

Scalable

Services are scale horizontally to handle increasing volumes of data and user demands without compromising performance. This ensures that as your business grows, the infrastructure can seamlessly expand to support it.

Built - In Expertise

The APIs incorporate specialized domain knowledge relevant to wealth management. This means the data is organized and processed in a way that understands the nuances of financial data, enabling more intelligent analysis and decision-making.

End to End

An end-to-end solution, encompassing all modules necessary for advisory and discretionary wealth management services. These modules integrate seamlessly, eliminating the need for patchwork. Users can select and pay for only the specific modules they require.

Flexible Usage Based Pricing

The platform offers a pricing model that adapts to your usage, allowing for cost-effective solutions whether you're a small firm or a large enterprise. You only pay for what you use, providing flexibility and control over your expenses.

Security

Security is paramount, with robust measures implemented throughout the platform to protect sensitive financial data. This includes encryption, access controls, and regular security audits to ensure compliance and safeguard against threats.

Multi - Region and Cloud

Multi-Region / Multi-Cloud architecture ensures high availability and disaster recovery. Our regional support centers are strategically located to provide localized support, ensuring clients receive timely and relevant assistance close to their business operations.

Easy to Use

The platform provides intuitive and well-documented APIs using both REST and GraphQL protocols. This makes it easy for developers to integrate with the platform, access data, and build custom applications with flexibility and efficiency.

Future-Ready Tools Today

The platform is continuously updated with the latest technological advancements and innovations in wealth management technology. This ensures that users always have access to cutting-edge features and tools to stay competitive and drive growth.

The future of asset & wealth
management isn’t coming, it’s here.

Let us bring you there.
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