Direct API Approach

Using Corastone APIs to integrate wealth manager backoffice systems with the Corastone platform requires:

• authorizing access for the applications that will interact with the Corastone API

• implementing endpoints

• handling errors for those endpoints

This section describes the basic integration tasks required for the primary sales workflow:

1. Authorize Access

2. Establish Connectivity

3. Onboard a Fund

4. Make Initial Investments

5. Remediate Investment

6. Retrieve All Assets

Use this section as a companion to the Integration API Guide.

API Onboarding Materials

Corastone provides a Postman collection to help you get up to speed with using the Corastone APIs. Contact your Corastone support representative to obtain this collection and supporting instructions.

---