SCT13 - Financial Asset Management
Tools for managing various financial assets and investments, including portfolio management, tracking, and analytics through the API.Overview
This capability provides API access to tools for managing financial assets beyond traditional banking, including investment portfolios, securities, and alternative assets.Features
| Feature | Description |
|---|---|
| Portfolio Management | Manage asset portfolios |
| Investment Tracking | Track investment performance |
| Risk Assessment | Portfolio risk analysis |
| Performance Analytics | Returns and performance metrics |
| Asset Allocation | Optimization tools |
Configuration Options
| Level | Features | Assets |
|---|---|---|
| Basic | Simple tracking | Limited asset types |
| Standard | Comprehensive management | Standard assets |
| Advanced | Sophisticated tools | All asset classes |
API Usage
Get Portfolio Summary
Get Risk Assessment
Execute Trade
Asset Types Supported
| Asset Type | Description |
|---|---|
| Equities | Stocks and shares |
| Fixed Income | Bonds and securities |
| Funds | Mutual funds, ETFs |
| Alternative | Real estate, commodities |
Integration with Other Capabilities
| Capability | Integration |
|---|---|
| SCT03 - Country | Available assets per jurisdiction |
| SCT06 - Decision Support | Investment analytics |
| SCT09 - Multi-Currency | Multi-currency portfolios |
| SCT11 - Compliance | Investment compliance |
Related API Reference
Portfolio APIs
View detailed portfolio API specifications
Subscription Tier Availability
| Tier | Configuration Level |
|---|---|
| Starter | Not included |
| Professional | Not included |
| Enterprise | Standard |
| Custom | Configurable |