API Layer Framework

API-first foundations to connect your existing stack (OMS/EMS, accounting, data vendors) and power internal tools, automation, and portal modules — with a clean operational model your team can own and extend.

Plan your first module → See use cases

What the API layer unlocks

Stop building one-off integrations and brittle scripts

One operational data model

Normalize positions, P&L, exposures, NAV inputs, documents, and reference data into consistent entities.

Outcome: dashboards and agents consume the same “source of truth,” not custom mappings.

Workflow endpoints

Expose stable endpoints around real workflows (reporting packs, approvals, investor distributions) rather than raw tables.

Outcome: you can ship modules without breaking clients when internals evolve.

Integration-ready by design

Connect internal tools, portals, and automation — without coupling everything directly to vendors.

Outcome: replace vendors over time with minimal blast radius.

Core capabilities

Production patterns that keep the platform stable as it grows

Integrations

Normalize data from multiple sources into one operational model.

Typical connectors: OMS/EMS · accounting/NAV inputs · market data · internal databases · file drops (SFTP/S3)

Security model

Tokens, scopes, RBAC alignment, and audit events so access is controlled and reviewable.

Patterns: scoped access · service accounts · least privilege · admin action logging

Extensible

Add endpoints per workflow without breaking the platform — versioning and clean contracts.

Patterns: stable DTOs · additive changes · explicit versioning where needed

Background jobs & schedulers

Ingest, transform, and publish data on schedules — with retries and observable runs.

Examples: nightly reconciliation · daily exposure snapshot · monthly report pack generation

Observability

Know what ran, what failed, and why — without digging through server logs.

Includes: run history · error traces · audit timelines · integration health

Gateway for portal + agents

The portal and AI agents consume the same API — making automation consistent and auditable.

Outcome: your “copilot” actions can be logged, reviewed, approved, and replayed.

Best starting point

Prove value with one workflow and one real integration

1) Pick a workflow

Investor report pack generation, distribution logs, exposure snapshot, or an ops approval queue.

2) Wire one integration

Connect one real source (OMS, accounting feed, data vendor, or internal DB) and ship the first production slice.

3) Expand module-by-module

Add endpoints and services without rework — because the contracts, security, and audit model are already in place.

FAQ

Quick answers for technical + ops stakeholders

Is this just “another REST API”?

No — it’s a workflow-oriented API with security + audit patterns baked in, designed to support portals, automation, and agent actions safely.

How do you handle vendor churn?

Integrations map into a stable operational model. Vendor-specific logic stays behind adapters, so you can swap inputs with minimal changes upstream.

What do we own?

Source code, API contracts, deployment guidance, and runbooks — so your team can operate and extend without vendor lock-in.

Best starting point

Pick one workflow and wire one real integration — then expand module-by-module.

Plan your first module →