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Whether you’re looking to augment your existing solution, or build your own investment advice solution, our **Advisor Software Wealth Management APIs** let you deploy new financial solutions more efficiently than ever before.\n\nAccess fully customizable, cloud-based applications and widgets that deliver investment advice and wealth-planning solutions.\n\n- Accessible APIs - Instantly trigger actions or notifications across your enterprise and your consumer products based on your custom rules.\n\n- Robust data management - Analyze and manage terabytes of information on our secure, multitenant platform.\n\n- Open architecture - Conveniently integrate your existing systems with not only our cloud services but also other vendors’ products.\n\n- Highly Scalable - Deployed on AWS, our multi-tenant high-availability APIs are scalable and secure.\n\n- Configurable admin tools - Support specific business goals with our user-friendly platform, and easy to configure advanced features.\n\n\nHigh-Value Analytics APIs Categories:\n\n1. Investment Planning.\n\t- Match financial goals and objectives with investment resources.\n2. Financial Planning.\n\t- Analyze an investor’s current and future financial states to reach goals.\n3. Portfolio Analytics.\n\t- Quantify various portfolio attributes, such as risk and return.\n4. Portfolio Management.\n\t- Determine an investment mix based on policy, objectives, and risk relative to performance.\n\nOur developer portal gives an opportunity to look under the hood of our APIs. You can execute our APIs against a canned set of data to see what valuable outputs our APIs provide.\n[Developer Portal Sign in](https://advisorsoftware.3scale.net/login)\n\nIf you want to take your testing further you can also request your own tenant which can be loaded with your own data sets for Risk Questionnaires and Model Holdings etc.\n\nPlease [contact us](http://www.advisorsoftware.com/contact) to access our 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