For Developers

Build with Finerty

Everything you need to integrate secure data exchange into your applications.

Powerful REST APIs

Our RESTful APIs are designed for developers, with comprehensive documentation, SDKs, and sample code to get you started quickly.

RESTful Design

Clean, predictable endpoints following REST best practices

OAuth 2.0 Security

Industry-standard authentication and authorization

Webhooks

Real-time event notifications for data changes

OpenAPI Spec

Full Swagger/OpenAPI documentation for all endpoints

api-example.js

// Fetch client profiles
const response = await fetch(
  'https://api.finerty.com/v1/profiles',
  {
    headers: {
      'Authorization': `Bearer ${token}`,
      'Content-Type': 'application/json',
      'X-Tenant-Id': 'brokerage-acme'
    }
  }
);

const profiles = await response.json();
console.log(profiles);

API Endpoints

Comprehensive API coverage for all platform operations.

Profiles

Create and manage client profiles with full CRUD operations.

GET /api/profiles

POST /api/profiles

Policies

GET /api/policies

POST /api/policies

Letters of Authority

Generate LOAs and manage digital signing workflows.

POST /api/loa

GET /api/loa/{id}/status

Providers

Access financial institution catalog and configurations.

GET /api/providers

GET /api/policy-types

Webhooks

Subscribe to real-time events for LOA and signing updates.

POST /api/webhooks

DEL /api/webhooks/{id}

Templates

Manage LOA templates and document configurations.

GET /api/templates

POST /api/templates

Resources

Developer Resources

Everything you need to build, test, and deploy your integration.

Documentation

Comprehensive guides and API reference with examples.

Read Docs

SDKs & Libraries

Client libraries for JavaScript, Python, Java, and more.

View SDKs

Community

Join our developer community for support and discussions.

Join Community

Ready to Build?

Get API access and start integrating with Finerty today.

Request API Access View Swagger UI