Pfolio Development Update

Over the last few sprints we have been working hard to get the following things live. The documents for these features have been updated on the developers site:

Marketing consent

You can store a client’s marketing preference.
https://developers.seccl.tech/#update-client-marketing-consent

Documents

You now have two ways of downloading a contract note for a completed trade.

Stream: https://developers.seccl.tech/#contract-note-get-stream
Pre authenticated url: https://developers.seccl.tech/#contract-note-pre-authenticated-signed-url

Messages

There have been a number of updates to client messages. A message will be created for any changes to the client’s accounts or profile.

Message docs: https://developers.seccl.tech/#message

Price Queries

You can now see a range of prices for a given asset.

Prices docs: https://developers.seccl.tech/#list-prices-for-an-instrument

Change of password

You can now provide forgotten password for a client using the following endpoints.

Reset password request: https://developers.seccl.tech/#reset-password-request

Set Password from Reset Password Token: https://developers.seccl.tech/#set-password-from-reset-password-token

Change Password with an Authenticated Token: https://developers.seccl.tech/#change-password-with-an-authenticated-token

BREAKING CHANGES

Address Details

We have recently made updates to how we capture address details to include the following additional fields:

• Department
• Building Number
• Building Name
• Flat Number

At least one of these data fields is required when completing an address for a client.

Bank details

Bank details are now optional when setting up a new client. They are still required when setting up a new account.

Future breaking Changes

Pagination will have pageSize set to 50 by default. You can mitigate against this change by always sending ?pageSize=50 with current GET requests that return an array of data

See pagination docs: https://developers.seccl.tech/#pagination

Roadmap

• Ex-ante projection calculations
• Reporting on transactions that coincide with client updates
• Maintain your own instruments universe

Please get in touch if you want to discuss any of these updates. We’d be happy to talk.

See you at the next update!