Wealth APIs
Temenos Wealth provides an integrated portfolio management and securities trading platform for wealth managers and private bankers.
Note: These APIs cannot be tested yet in our sandbox environment but are available to all customers and partners.
Client Holdings
Allows you to execute the financial functions for clients.* Valuation* Performances*...
Draft Order Sessions
Allows you to retrieve, create, update, delete draft orders session. Workflow for create draft order in the session: 1. Create a draft order sessions 2. Create draft orders in the session see API (Draft Orders) 3. Compliance check 4. Verify Session 5. Get Cases - If exist cases, insert clarifications or modify orders and restart to point 3) 6. Publish the session
Draft Orders
Allows to create update delete draft orders in a session. See [API Draft Order Session](tap-draft-orders-session) for create the draft order session.
Portfolio Holdings
Allows you to execute the financial functions for one portfolio. * Valuation* Performances*...