Reporting API

TradeSocio NewUX - Broker Admin manual

TS Reporting API is a set of protocols designed to request and extract data from the platform into custom scripts or programs. These can be used for automated actions (like user creating) and more efficient reporting on your side. API integration can be established as a connection between TS solutions and your existing client cabinet or CRM system.

This type of connection will allow you and your clients to create users, open accounts, perform financial operations and monitor portfolio performance directly from your internal CRM or another system.

If you would like to create such an integration please specify this with your deployment requirements. We will provide our API documentation to you and your provider, and you will have direct access to our API technical support team for any questions and assistance.

From your side will require a list of IP addresses for whitelisting which will be used to call TS APIs. You will not be able to call API from any other IP which is not in the list for security reasons.

We will request you to closely work with us on implementation and testing. The complete integration can be completed in approximately 2 weeks and can be started immediately after you receive the beta version of your platform.

Reporting API module is the comprehensive API code generator that will help you to generate the examples of request URLs and review the responses.

You can give access to your provider in order to improve and enhance the integration speed and quality.