Libris is a product of Exact Financial Systems



September 19, 2018

Ultra-rapid Adviser API rolls out for all Libris Users

During September, Exact has rolled out a super-rapid API capability for Adviser firms to connect into Manager Libris installations as part of the latest software package release. All Libris users now benefit from a comprehensive API for their adviser firms to plug into their back office database. Andrew Dodd, Exact's Technical Services Director says "The new API service allows adviser firms to directly access their client portfolio data and integrate financial information into their own operations."
The new API, dubbed "Dynamic Libris Link" is a free to manager update in the September release. With sophisticated built in controls. the manager firm retains control of information delivery at all times, granting and rescinding investor access at will, thereby retaining overall control of data distribution to third parties.


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