Skip to main content

Introduction

Welcome to Multiply

Multiply's API give you acccess to Multiply's automated financial advice. Through it you can register customers, complete their factfinds and generate advice on their behalf.

Available APIs

Multiply's automated advice solution

Through this API you can:

  • Register customers
  • Incrementally complete their advice factfind
  • Generate recommendations and financial plans for your customers

This API is stateful, that is - Multiply will store your customer data, allowing you to incrementally complete a customer factind and generate advice when this is complete.

Direct Advice API

In some cases, customers may require direct access to Multiply's advice engine in a direct format. This approach may be suitable where a partner wishes to provide advice to their clients without using Multiply's white labelled front end and where they want to take direct technical control of customer factfind, validation and presentation of advice.

Custom integrations with our partners

In many cases, you may wish to integrate Multiply's advice functionality with backend software or your own APIs. Multiply's flexible and configurable architecture allows Multiply to support:

  • Integration with custom CRMs, or third party services like Intelliflo, to pass on factfind data collected through Multiply
  • Customised UI journeys and white labelled front end services
  • Integration with existing data sources to load previously collected customer data
  • Integration with APIs for product selection or quote generation
  • Customised product execution journeys

Getting Access

All of Multiply's APIs are solely available to Multiply's clients. You can find out more by contacting our sales team here.

Support

We are here to help. If you have any issues please contact support.