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Home Guides API Reference Changelog

GET STARTED

Introduction
Authentication
Rate Limit
Status Code and Errors
Endpoints
Long request operations

Fund subscription

Key Concepts
GraphQL
- New GraphQL Schema Updates: Introducing Subfund
REST API
Legacy Webhook
Dashboard data
Best Practices

INVESTOR DATA MANAGEMENT

Key Concepts
Supported Workflows
REST API
Legacy Webhook
Bulk Data Migration
- Asynchronous Bulk Import API
- Asynchronous Bulk Export API

Data Room

Key Concepts
REST API

WEBHOOK

Introduction
Configure your Endpoints
Webhook Signature Verification
Retry Schedule
Rate Limit
Troubleshooting Tips
Source IP Address
Events

Document System

Document Uploading
FAQ

INTEGRATION HUB

Key concepts
Affinity Integration
- Investor onboarding (Primary Investor + Collaborators)
Allvue CRM Integration
Azure Blob Storage Integration
- Automated document repository
Box Integration
- Automated document repository
DealCloud Integration
DropBox Integration
- Automated Document Repository
Email Integration
FIS Investran Integration
Google Cloud Storage Integration
- Automated Document Repository
Google Drive Integration
- Automated document repository
Microsoft Dynamics 365 Integration
- Retrieve subscription data (Multi-funds)
Microsoft SharePoint Integration
- Automated Document Repository
Microsoft Teams Integration
- Tracking Investor Progress in FundSub
Salesforce Integration
SFTP Integration
Slack Integration
- Tracking Investor Progress in FundSub
Snowflake Integration
- IDM data synchronization
- FundSub data synchronization
Wirehouse Integration
WorldCheck Integration
- Automated AML check
Technical readings

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Wirehouse Integration

Integration use case

Morgan Stanley Subscription Pipeline

UBS Subscription Pipeline

Citibank Subscription Pipeline

Updated 8 months ago

FundSub data synchronization

Morgan Stanley Subscription Pipeline