Client Management Systems API
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Overview and Pre-Requisites

Overview

Saxo Bank constantly strives to make its applications more accessible to our White Labels. With the CMS API, the White Label now has the opportunity to integrate functionality of Saxo Tools within the White Label's own systems and retrieve customer data for bespoke reports.
The CMS API allows the White Label to create and modify customers, perform cash transfers between the White Label's funding account and its customers' accounts and third, the API allows the White Label to retrieve a range of customer data which can for example be used to build reports or develop an account summary outside Online WebConnect.

Pre-requisites

In order to implement functionality based on the communication with the CMS API it is important that the White Label organisation has the necessary knowledge and technical skills to develop using SOAP APIs.
The below list outlines the pre-requisites, which are required

  • The White Label must possess knowledge in SOAP and in web service integration technology.
  • White Label must cater for usability and performance on their side. For example make sure that longer response time do not timeout on his side, and at the same time, the WLC must avoid that an end client is stalled on a web page.