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Enterprise Solutions​

Our Software Development Kit is a convenient way to integrate Wealthscope tools onto your enterprise platform​

Wealthscope offers enterprise solutions to online brokerages, brokers/dealers, wealth management platforms and group retirement plans. All of the analytics and planning APIs are our own, and we can offer highly customizable solutions, including user interface. 

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Why use the Wealthscope SDK?

Easy to install via NPM

Open source

Configurable

 Handles authentication

Two methods of integration: 1) iFrame and 2) REST API.

iFrame Integration

The SDK initializes an iFrame which allows access to Wealthscope's GUI.

 

Benefits

  • Provides a ready-made UI out of the box

  • Maintenance of UI code is performed by Wealthscope

  • Minimum coding effort

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Limitations

  • No deep integration with existing Business Logic

  • iFrame UI has its specific look-and-feel as designed by Wealthscope

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REST API Integration

The SDK allows convenience methods to directly call Wealthscope APIs from the frontend.

 

Benefits

  • Powerful way to interact with Wealthscope APIs

  • Ability to deeply integrate with your existing code

  • Extensive documentation

  • UI design templates and access to Wealthscope demo account

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Limitations

  • You will need to develop your own UI code

  • You will need to develop your own supporting code

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Please contact us for documentation and more information here.

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