Automated accounting
Connect is connected. We have ecosystem partnerships with leading admin and accounting systems and offer an API for custom integrations.
Connect is connected. We have ecosystem partnerships with leading admin and accounting systems and offer an API for custom integrations.
Whatever information we hold on your investment portfolios, from reference codes to stats, can be made available to populate target admin systems.
We produce review reports quarterly in .pdf form, and these can be sent automatically to target document management systems.
Wherever Connect has holdings-level data, valuation information for each security and aggregate portfolio can be provided for your own client reporting.
Transactions are mapped to a universal, double-entry bookkeeping standard with a broad range of data points offered to populate accounting ledgers.
Manage action points generated by Enhance from inception to completion using the workflow tools in your own system rather than copying in Connect.
Connect can also deliver independently verified transaction and holdings data to power automated investment accounting.
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.
Ready to explore whatβs possible with the Connect API?
Enhance's philosophy is that all data associated with the service we are providing to you is yours and can be made available via Connect's API for use in an integration. Unlike other service providers, there's no hidden pay walls to access different data sets - as long as we are legally able to share the data we hold with you, we will make it available. We want you to integrate with Connect and maximise the value of our services.
Yes, we are always exploring integration opportunities with service providers and systems that our fiduciary clients use. Depending on the provider, it may or may not be possible to build a core integration but we have a number of Implementation Partners that are technical consultants who know how to work with Connect's API and can build a custom integration for you.
Integrations are delivered via the Connect API, utilising token-based access with controlled key provisioning (sandbox for testing and production for live use). This enables secure, programmatic data exchange with third-party platforms. We build central data feeds into Connect that are established and maintained for the benefit of all fiduciary clients, and do not charge for this aspect of our service. Security is enforced end-to-end through token management and platform-level controls.
Have a chat with us and explore what's possible. If we can't build a core integration for whatever reason, our Implementation Partners will step-in and work with you to understand the system(s) you're using and your integration requirements. These partners are independent of Enhance and we do not take referrals fees for the introduction to you. They are just clever people we know and trust with demonstrable technical capabilities.
Connect provides a resource-oriented API with first-class relationships, allowing data to be modelled and navigated in a way that reflects real-world connections between portfolios, investment managers, reviews, and transactions. The API follows the JSON:API specification, ensuring a consistent structure, predictable relationships, and support for features such as compound documents and relationship traversal. The API is fully documented using the OpenAPI specification, making it easy to explore endpoints and integrate with.
The API is a tool for Developers. Resources include comprehensive documentation, example requests, and an interactive API playground. You can also import our OpenAPI definition into tools such as Postman or other compatible API clients to get started quickly. Access is secured via token-based authentication, and a sandbox environment is available for testing before moving to production. Use the 'Talk to Us' form to find out more.
We don't. Just like investment counterparties and our willingness to build data feeds, we will build core integrations with relevant target admin and accounting systems. The only caveat is that it may only be possible to integrate with certain versions of target systems or these service providers put in place a pay wall that may not be economically viable for you to absorb. Cue our Implementation Partners to help you with bespoke integrations.
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