MERLIN-CONNECT
PORTFOLIO
INTELLIGENCE LAYER
Bank-grade, API-enabled capabilities for portfolio construction, analysis and simulation — embedded in your digital wealth journey.
One Layer. Full Portfolio Coverage
Merlin-Connect API suite combines reliability, modularity, scale and control banks need to power portfolio intelligence for retail and advisory segments.
Built for
Banks
Enterprise-grade portfolio intelligence
— engineered for institutional interoperability, compliance and scale.
Composable
Wealth
Modular capabilities, designed for multiple use cases — flexible across retail and advisory journeys.
API-native
Integration
API-native architecture, built to plug into core infrastructure — supporting full control of the user experience
Merlin-Connect API Suite
Access Merlin’s portfolio construction, analytics, and simulation capabilities through a focused institutional API suite.
PORTFOLIO building
Create and manage portfolios aligned to client objectives and risk profiles, with allocation analysis, optimization and rebalancing built into your digital experience.
PORTFOLIO STUDY
Turn portfolio data into clear risk and performance insights, from risk scores and metrics to portfolio contribution and macro sensitivity — making portfolio analysis easier for clients and advisors.
performance simulation
Explore how portfolios may behave across different market conditions, using scenario analysis, back-testing, forecasting and macro stress testing to support more informed decisions.
Designed for institutional developers
Merlin API suite gives developer teams a clear path from evaluation to production with documented endpoints, sandbox testing, Postman-ready flows, and integration support.
Explore endpoints, parameters, request schemas, and response shapes through Swagger. The specification reflects the live API contract and can be reviewed before an API key is issued.
Test Merlin Connect in a live sandbox with seeded portfolios and a curated asset catalog. The sandbox mirrors production endpoints and response shapes for realistic evaluation.
Run preconfigured requests against the live sandbox using Postman. The ready-to-run collection includes example values, variables and authentication, allowing you to test the API and receive real responses.
From sandbox to production
Review Merlin-Connect API documentation and test in our sandbox. Then bring selected capabilities to market through a dedicated production environment, tailored and configured by our team for your institution.
Register to explore Merlin-Connect and access the API documentation, including an interactive Swagger reference and downloadable Postman collection.
Request your sandbox key, test the APIs, and explore live responses to assess how Merlin can strengthen your wealth proposition and the experience you plan to deliver.
Select the capabilities that best support your use case. Our team localizes and configures a dedicated production environment, supporting your team throughout integration.
Frequently Asked Questions
Yes. The engine is product- and asset-agnostic, operating on the instruments configured for your institution rather than a fixed universe. It also supports both conventional and Shariah-compliant assets, ensuring the asset classes in your offering are covered.
Yes. Merlin-Connect is modular, allowing you to select only the capabilities you need. Start with a focused set and specific use case or segment, then expand over time as your digital wealth strategy and proposition evolve.
Yes. Merlin-Connect is designed and operated to bank-grade security standards. Each production environment is provisioned for the specific institution, with dedicated infrastructure, data residency, encryption at rest and in transit, and controls tailored to its requirements.
Yes. Because the platform runs on any major cloud provider, your production environment is provisioned in the region agreed for your institution. This keeps data within the required geography and supports alignment with local data-residency and compliance requirements.
The sandbox mirrors the production API contract, making the move to production efficient and low risk. We then localise and configure a dedicated environment, tailor the dataset to your selected product universe, and support your team throughout integration.
Can’t find what you’re looking for?
