Documentation · API

The Xaver API

What you can build with it, how it works and how to get access.

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Start journeys
advice and completion from your own systems
Read products
the variants and portfolios in your tenant
Receive events
webhooks as soon as a contract changes
Your own tenant
brand, products and data kept separate

With the Xaver API you start advice and completion journeys from your own systems, show your customers the products and portfolios in your tenant, and get documents and reporting data back. It is the same API our own portals run on.

It is a versioned REST API with JSON, and it sends webhooks when something changes. We share the technical reference with partners and prospects we are in conversation with. Tell us what you want to build and we will set up access with you.

Last updated: 26 October 2026

How it is built

Four properties that decide your effort

One data modelAdvice, product and investment logic, portals and operations work on one data model. For you that means one connection instead of a chain of connections.
The same API our own portals useWhatever our own interfaces can do, you can reach through the interface too. You can build your own front end on the same business logic.
One tenant per partnerEach partner has its own brand, its own product configuration and separated data.
Events rather than pollingWhen something changes, we tell you with an event, so your systems do not have to poll at fixed intervals. We agree delivery, signing and retries with you when you connect.
Areas of function

What you can use the interface for

The list below describes areas of function, not endpoints. How you connect, and who takes which role, is covered under Integrations.

Customers and the bookTake over existing customers and contracts, reconcile them and keep them up to date.
Advice and completionStart advice or completion journeys and retrieve their progress and outcome, including the documented advice.
Products and portfoliosLook up which product variants and portfolios are available within your tenant.
Documents and reportingRetrieve generated documents, status information and the data your reporting needs.
Next step

Request the reference

We provide the full reference, with resources, fields, events and examples.

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