Smart API

Unified and secure API ecosystem connecting every product, module, and process

Smart API Ecosystem

Unified and secure API ecosystem connecting every product, module, and process under one platform with enterprise-grade security and seamless integration.

Enterprise-grade APIs with JWT-based authentication, VAPT-certified security, and granular access controls. Covers all functional areas — Back Office, Risk, Depository, PMS, MTF, and RPA — for seamless data flow and integration across systems.

JWT Authentication
VAPT Certified
RESTful Design
Real-time Integration

API Catalogue

Detailed endpoint reference for fetch and entry operations

Data Entry APIs Back Office Integration

APIs to push data into back office system (47 endpoints)

  • Funds payin entry
  • Funds payment entry
  • Journal Entry(Debit & credit posting code)
  • check ledger balance
  • Bank addition in Client master
  • Payment (Fund Credit) request addition(Maker)
  • If funds pay request status
  • Client multiple field update in client master e.g Mobile number, Email ID etc.
  • Depository addition in Client master
  • Existing Bank detail modification
  • Existing depository detail modification
  • Securities insert in portfolio
  • If funds to mark balance
  • Client nominee addition
  • Sub broker (Authorized Person) details add in BO
  • Client active inactive status update in client master
  • Brokerage module add segment wise NSE_CASH
  • Remisier mapped under client
  • Securities buyback entry add (maker)
  • Journal Performa entry for with GST
  • Client PAN validation in client master status
  • Securities buyback entry add (maker)
  • Existing client new segment active
  • Virtual/Shadow charges entry
  • UCC response data import
  • Client wise trade details
  • Client depository ledger
  • Bulk remisier update in client
  • Dealer master addition
  • Receipt entry maker
  • Remisier payout request addition
  • Addition of global brokerage
  • Pledge request addition
  • Referral sharing addition
  • Client existing bank details updation
  • Update expense module in client DP
  • Edis of payin instruction
  • CKYC & FATCA details updation
  • Online Bo closure request
  • Payment gateway entry
  • Price update option
  • Order wise brokerage entry free add
  • Advance brokerage entry addition
  • Journal GST credit note entry
  • Fund entry reject entry
  • Unpledge request entry
  • Orderwise brokerage insert
  • Branch updation in client

Reporting & Document APIs PDF Outputs

Generate and retrieve reports in PDF format (9 reports)

  • Client ledger statement (PDF)
  • Daily margin statement (PDF)
  • Contract note (PDF)
  • Client holding statement (PDF)
  • Client portfolio report (PDF)
  • NSDL transaction statement (PDF)
  • CDSL transaction statement (PDF)
  • Depository CML report
  • Sub-broker payment details

Back Office Reports Operational Reports

Comprehensive operational and analytical reports (37 reports)

  • Client securities details
  • Client bank details
  • Client portfolio details
  • Collection view details
  • Credit client retention list
  • Non-trade client retention
  • Margin summary (one line)
  • Non-traded client details
  • Client pay-in & pay-out shortage
  • Securities details and summary
  • Virtual debit details
  • Expense with turnover report
  • Direct ledger summary
  • Remisier ledger summary
  • Expense details report
  • Client pledge stock report
  • Margin short penalty summary
  • Holding mismatch details
  • Late payment/interest charges
  • Bill process data with expense
  • Ledger closing balance
  • Margin amount details
  • Beneficiary charges
  • Retention marked clients
  • Brokerage master search
  • Client buyback requests
  • Receipt & payment request register
  • Client exposure margin
  • Branch hierarchy report
  • Peak margin details
  • Client profit & loss summary
  • Pledge holding report
  • Common collection report
  • Depository transaction data
  • Interest report
  • Account balance summary
  • Depository holding

Client Reports Client-Specific Data

Client-wise data retrieval and reporting (43 reports)

  • Check PAN existence in back office
  • Client KYC all details
  • Common report sauda summary
  • Client depository holding
  • Multiple bank details
  • Digital signed documents
  • Brokerage report
  • Multiple depository details
  • Ledger balance summary
  • Client financial ledger details
  • Client annual profit/loss report
  • Derivative P&L report
  • Client brokerage details
  • Client basic details
  • Bill posted in ledger
  • Client details (minimal params)
  • Client open position details
  • Client ageing report
  • Client financial summary
  • Risk view details
  • Securities global summary/details
  • KYC data verification
  • Client portfolio details
  • Investor detail report
  • Client CUSPA details
  • Client collateral details
  • Day ledger summary
  • Communication logs
  • Client margin details
  • MTF collateral scrip
  • MTF purchase securities
  • MTF margin summary
  • Remisier payment report
  • STT details
  • Securities sell vs ageing
  • Fund payment balance
  • CDSL bill summary
  • Depository transactions
  • Peak ledger data
  • Net outstanding position
  • MTF ageing report
  • Trade details with policy
  • Dividend details

Enterprise-Grade API Features

Built for security, scalability, and seamless integration

JWT Authentication

Secure token-based authentication with refresh tokens, expiry management, and session control.

VAPT Certified Security

VAPT-certified infrastructure with encryption, threat monitoring, and strict security compliance at every layer.

Complete Documentation

Comprehensive API documentation with code samples, request/response examples, and integration guides.

Integration Benefits

Seamless Integration

RESTful APIs with JSON format for easy integration with any platform or technology.

Real-Time Data

Instant data synchronization with sub-second response times for critical operations.

Scalable Architecture

Handle millions of API calls with auto-scaling infrastructure and load balancing.

Developer Friendly

Clean API design with consistent patterns, error handling, and versioning support.

Ready to Integrate with Smart API?

Contact us today to get API access, documentation, and dedicated integration support.

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