Overview

  • GoFintech is a technology provider offering services to regulated financial institutions
  • API-based tech providing institutional grade investment management capabilties
  • Enabling D2C, B2B and B2B2C
  • FCA/EU/MIFID regulatory compliance (GoFintech is not itself regulated or licensed)

Technology

  • Modular architecture - choose and configure the APIs you need
  • Compliance with UK and EU Data Protection laws
  • EU-based data services
  • Secure access controls with two factor authentication
  • User management and full audit trails
  • Secure platform and application infrastructure, service redundancy, data backups

API list

  • [/client] client onboarding and client management
  • [/client-import] import of existing and historic client and trading data
  • [/client-account] Account management, asset allocations, contributions & withdrawals
  • [/instrument] Management of financial instrument data
  • [/trading] Order aggregation, account rebalancing, account settlement
  • [/dividends] Registration and processing of dividends
  • [/reporting] Reporting API

About me

  • Former FCA approved CF1 Director
  • Former CTO, co-founder and Director of ETFmatic Ltd (pan-European, multi-currency ETF-based robo-advisor)
  • Experienced and professional application architect and developer
  • British & EU citizen, based in Madrid

Contact