How can I access and integrate with Netwealth's Public API?

An API, or Application Programming Interface, facilitates seamless data sharing and communication between different software applications. Netwealth’s suite of Public APIs provides access to a wide array of information on clients, advisers, Managed Accounts, and asset holdings.

Leveraging the Netwealth Public APIs can help simplify task automation, promote innovation in your processes, and facilitate access to information necessary for effective business decision-making.

The range of Public API endpoints includes:

• Account balances, holdings, and CGT information for clients
• Advisers' funds under management
• Profiles and allocations for managed account models
• Asset information
• More to be added over time

Netwealth Public APIs are designed with diverse user needs in mind. Potential users might include:

• AdviceTech software providers consuming data as a service on behalf of a licensee, advice firm, or other client
• Licensees, advice firms, or asset managers seeking to automate their reporting processes
• Managed account managers looking to automate the review and reallocation of their Managed Accounts 

Accessing and integrating with Netwealth’s Public API

Here's a step-by-step overview of how to establish integration:

1. Express your interest via a Business Development Manager (BDM) by contacting a BDM. 
2. Register on the Netwealth Public API Developer Portal
3. Develop the integration using our Public APIs
4. Sign the Netwealth Data Protection Agreement
5. Obtain your Public API credentials
6. Collaborate with Netwealth and the mutual customer to authorise and share data

The Netwealth Developer Portal

The Netwealth Developer Portal serves as a comprehensive resource hub, providing all necessary documentation and tools required for integration with the Netwealth Public APIs. Get started by exploring the various API endpoints and response schemas available in the documentation.

If you have any questions or require additional information, please contact a Netwealth BDM or register for an account at the Netwealth Developer Portal.