Cuspy API and Headless
Use our API to seamlessly build your own asset management experience
Overview
Cuspy API supports a wide range of use cases, including syncing investor accounts, managing transaction ledgers, analysing reports, and building a fully customised asset management experience tailored to your needs.
These setup processes require custom code. If you're not comfortable with this, we recommend sharing our API documentation with a technical team member who can help.
Use Cases
CRM integration
If you have an existing CRM and need to keep your investor data in sync for lead management or wealth management purposes, you can use our API to seamlessly sync data from Cuspy into your CRM.
Application
If you're looking to build your own capital raising or fund management application, our API provides the foundation you need. You retain full control over your user journey and experience, while we handle the complex financial infrastructure — including ledger management, unitisation, and bookkeeping — so you can accelerate your development without building these from scratch.
Data Analytics
Use our API to pull comprehensive data into your own data platform for custom analysis and reporting. You can automate periodic data fetches, such as a daily sync, to keep your platform up to date.