Streamline MiFID II compliance and build stronger client relationships
MiFID II compliance demands rigorous due-diligence and research requirements for advisers and providers.
But finding all the information for hundreds of products and services, spread across different sources, can be hugely time-consuming.
We believe in the potential of digital technologies to rapidly improve financial services. By unlocking the capabilities of our product platforms and developing open standard APIs, we can create an environment for innovation to thrive. That’s why Synaptic Pathways offers a series of secure APIs developed in close consultation with advisers and paraplanners to simplify and streamline MiFID II compliant illustrations and reviews.
Pathways APIs are modern, easy to access and easy to use for all developers who want to utilise our APIs. Synaptic Pathways supports stronger customer relationships by pulling together the information needed to disclose costs and charges for illustrations (ex-ante) and review statements (ex-post).
How to get started:
- Contact us to learn more about our APIs
- Confirm your use case - For some of our APIs, you must check you have a valid use case. You’ll need to give us details of your product and what it does.
- Create a developer account on our API platform
- Design and build your software – we provide API documentation and help and support
- Test your software - We provide test environments for you to test your software with our APIs. There are different environments depending on which APIs you are using.
- Go live with your software