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.

Estimating Effort

Overall, the effort for the primary sales flow involves:

• 14 calls

• ~62 responses

• up to ~127 error codes shared across responses

---