InvestGlass for Developers
At InvestGlass, we believe the best financial technology is built when innovation meets accessibility. Developers need more than tools. They need open, reliable systems that adapt to real business needs.
Build, integrate, and scale financial technology faster with InvestGlass.
CRM and pipeline endpoints for client management and sales workflows
Portfolio and investment data access for connected financial applications
KYC and compliance integrations to support regulated operations
OAuth2 authentication for secure and scalable access
Webhooks and event-driven workflows to keep systems synchronized in real time
Customizable data models for complex operational and regulatory needs
JSON responses for easy integration across modern frameworks and languages
With the InvestGlass API, developers can automate onboarding, synchronize data between platforms, create custom dashboards, or build entirely new fintech experiences powered by InvestGlass.
