Service 🟒-4

Automated accounting

Connect is connected. We have ecosystem partnerships with leading admin and accounting systems and offer an API for custom integrations. 

connect-integrations-hero
Connect is connected
  • Ecosystem Partners 🟒-4
  • Ecosystem Partners 🟒-1
  • Ecosystem Partners 🟒
  • Ecosystem Partners 🟒-2
  • Ecosystem Partners 🟒-3
Data designed to automate administration

The duplication of investment admin on different systems is an industry problem. Connect integrations solve it.

Connect provides access to a broad spectrum of data points that can be harnessed in target admin systems to drive operational efficiencies. We maintain standard and custom integrations for our fiduciary clients via API, enabling you to work in your own systems using Connect data. 

our clients

The world’s best trust companies trust Enhance

  • alex-picot
  • baccata
  • belasko
  • bond-trust
  • cibc
  • clairmont
  • crowe
  • csc-group
  • efg-bank
  • hawksford
  • hoares
  • imperium
  • julius-baer
  • jtc
  • nsm-trustees
  • osiris
  • rbc
  • saffery
  • scotiabank
  • standard-bank
  • trident-trust
  • whitmill
Service 🟒-4

Admin data that connects the investment dots 

Portfolio properties

Whatever information we hold on your investment portfolios, from reference codes to stats, can be made available to populate target admin systems. 

Portfolio Properties 🟒

Review reports

We produce review reports quarterly in .pdf form, and these can be sent automatically to target document management systems. 

Review Reports 🟒

Holdings valuations

Wherever Connect has holdings-level data, valuation information for each security and aggregate portfolio can be provided for your own client reporting. 

Holdings Valuations 🟒

Itemised transactions

Transactions are mapped to a universal, double-entry bookkeeping standard with a broad range of data points offered to populate accounting ledgers. 

Itemised Transactions 🟒

Action points

Manage action points generated by Enhance from inception to completion using the workflow tools in your own system rather than copying in Connect. 

Action Points 🟒-1
Bookkeeping 🟒-1

 

Connect can also deliver independently verified transaction and holdings data to power automated investment accounting.

integrations-fact-sheet-@2x
Service 🟒-4

Integrate and automate with Connect.

connect-factsheet-cta-mobile-cropped
Service 🟒-4

Connect API

Connect provides a resource-oriented API following the JSON:API specification. Data is modelled to reflect real-world relationships between portfolios, investment managers, reviews, and transactions making it straightforward to retrieve complex, connected investment data.

Access our documentation, example requests, and interactive API sandbox to get started.

connect-illustration-integrations-connect-api

Decrease your admin overhead. Integrate and automate with Connect.

Ready to explore what’s possible with the Connect API?

FAQs

Your questions answered

Can’t find the answer you’re looking for?

Accreditation 🟒

News, Peer Groups and Market Data

Sign-up for the latest news and insights from Enhance, delivered direct to your inbox.

Icon x 4 🟒