The +Terms and +Investments API updates will be released as they become available starting October 27. Corresponding with the Portfolio+ 18.0 major release date, these API sets are an important addition to the platform’s growing API offering, supporting the company’s focus on expanding platform capabilities in order to support financial institutions and clients focused on the future of consumer-directed finance.
The new API sets will allow financial institutions and their partners to securely connect, retrieve, and view key details and information about customers’ term deposits or investments, including deposit types, amounts, interest rates, terms, and more. Future API releases will continue to support our financial services software and +Open Banking Platform, enabling fintechs and financial institutions to build innovative service solutions for the Canadian financial services industry around lending, retail banking, investments, lending, mortgages, and more.
Customers can log in to Advantage now to view details about the upcoming +Terms and +Investments API sets and access YAML specification files.
If you would like more information on Portfolio+ APIs, core banking solutions, or our +Open Banking Platform, please contact us.
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