Summary 🎓

Well done! I hope we've convinced you that it is easy to integrate with the Investsuite API. But we'd love to here what you think. Where can we improve? How about taking it to the next level. So contact us.

By going through each step of the walkthrough you have touched the most important features of the Investsuite Advisor:

  1. Create a user with the intention of later assigning a portfolio to that user
  2. Create a policy to express your organisation’s investment policy and run tests to validate the policy
  3. Create a portfolio that references the user and the policy
  4. Get order recommendations for the portfolio
Last Updated: 7/1/2019, 2:44:13 PM