Portfolios, custody, KYC, over API

Award-winning financial planning and investment management app Rosecut gives its users access to the knowledge they need to plan for the future. They use our API to offer a range of investment products.

How we helped

Rosecut wanted a solution that was low-friction and easy to implement, enabling them to offer their customers a financial planning and investment service that offers both General Investment Account (GIA) and Individual Savings Accounts (ISA).

Alongside using us for client onboarding, they also take advantage of our powerful portfolio management tools and wider platform to offer users a range of different portfolios, with different asset and risk weightings.

Ready to get started?
A short snippet of code depicting an instruction to buy an asset over API