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Getting started
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Financial Personality
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Financial Circumstances and Goals - Risk Capacity
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Knowledge & Experience
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Suitable Risk Level
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Sustainability
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Secure Lifetime Income
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Mapped investments & Portfolios
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Portfolio Risk Calculator
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Integrations & Technical Information
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Frequently Asked Questions
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Latest Updates and Changes
API changelog V4.10
Breaking Changes
- Date Times are now returned in ISO 8601 format (e.g. 2011-08-12T20:17:46.384Z)
- Date fields must still be input in Y-m-d or Y-m-d H:i:s format (e.g. 2023-12-31 or 2023-12-31 00:00:00)
- The API will now perform validation of enums. Please be advised that enums are case sensitive.