keyWealth APIs

Temenos Wealth provides an integrated portfolio management and securities trading platform for wealth managers and private bankers.
Note:The following Wealth APIs are documented but not consumable.
bookmark
Client Holdings

Allows you to execute the financial functions for clients.* Valuation* Performances*...

bookmark
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

bookmark
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.

bookmark
Portfolio Holdings

Allows you to execute the financial functions for one portfolio. * Valuation* Performances*...