Client Quickstart

Important information for the client

Overview

The Adviser Portals API makes it possible to use our compliant Content, Tools and Resources on your current website. Though we can provide you with a fully designed built and hosted website solution (you really should check out what we can do), we understand that sometimes there are good reasons to work with another Web Designer. Our API makes this possible.

You and your Web Designer can focus on the design and presentation of your website. We look after the content it serves, ensuring the content you serve via our API is up-to-date and carries the correct regulatory disclosures. All of our content is available via the API, though what you can select might be limited by your type of business and/or your Network/Compliance Provider, but anything from Articles to Calculators, and Plugins to Newsletters can be served from your website using our API.

Your developer will want to read the Developer Quickstart section.

Getting Started

By registering on our website you can get an API key. You then complete the remaining information about your business, office locations and people, and of course select the Products you'd like serve on your website.

Some of the API can be accessed and used free-of-charge, however many of the products are premium items. Simply choose what you need.

Please note until we have a direct debit in place the API will function in developer mode - data served may be limited, obfuscated or out of date.