Integrations & APIs

Seamless WealthTech Integrations and APIs That Power Connectivity

We build platforms that connect investors, advisors, and financial firms seamlessly. From investor portals and advisor dashboards to transaction engines and reporting systems, we help modern financial businesses run smarter and grow faster.

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Unify Your
WealthTech Ecosystem

In today’s financial landscape, data flows across multiple systems , investor apps, distributor dashboards, transaction engines, KYC services, and more. Mindstack helps you bring them all together with secure, well-documented APIs and deep domain integrations.

Whether you’re connecting to RTAs like CAMS or KFintech, exchanges like NSE and BSE, or data sources like Karza and CKYC, we design integrations that simplify workflows, reduce errors, and improve reliability across your platform.

Exchange Integrations (NSE / BSE)

Full cycle investment, order, and transaction flows with REST/JSON and legacy XML systems.

RTA Integrations (CAMS / KFintech)

Automated transaction reports, investor data sync, and reconciliation.

KYC & Compliance APIs

CKYC, Digilocker, Aadhaar masking, PAN validation, and FATCA flows.

Banking & Payments

Razorpay, PayU, and UPI integrations for seamless investment experiences.

Data & Analytics Sources

Real-time data ingestion from Value Research, Morningstar, and fund house APIs.

Third Party Fintech APIs

CRM, accounting, and advisory system integrations for end to end operations.

Our favorite part:
the tech stack

In today’s time, web applications are real-time and data-driven with the least latency and higher performance. With our tech stack, we build such applications for you that are seamless, scalable, and match your project needs.

Robust. Secure. Scalable. Built the Right Way.

Our API first approach ensures every integration is secure, scalable, and future-ready. We follow best practices in versioning, error handling, and authentication — designed to keep your systems stable even as volumes grow.

Discovery & Mapping

dentify required APIs, data models, and integration endpoints.

Architecture & Design

Define secure access, rate limits, and standardized request formats.

Implementation

Develop and test integrations using Node.js, NestJS, or Python frameworks.

QA & Compliance Validation

Test for data integrity, latency, and compliance accuracy.

Deployment & Monitoring

Real time API performance tracking and automated alerts for downtime.

Scalability

Scalable platforms with load balancers and on demand scaling.

They delivered a great site that’s already seeing a high conversion rate. While it’s challenging to make a financial firm look engaging and fun, they’ve managed to pull it off in their delivery of our website

Priya Malani,

Founder of Stash Wealth

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I would recommend them for highly technical projects which also need creative and solution-oriented thinking.

Sean Singh,

Product Design & Technology Consultant

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Our focus is always on the bigger picture

At Mindstack, we focus on the bigger picture and think of the product as the soul that lives in code. Technology is surely important. But a product as a whole is more than just technology. Consumer perception, market feasibility, competitive landscape, value proposition, and long-term product vision – we take all those factors into account before we write a line of code.

Success stories

It’s not a success if there’s only one winner

We have worked relentlessly to step up our game and enter the competitive realm, and the benefit was never ours alone. Our success stories are comprised of our clients’ success stories, and that’s something we massively cherish.

Edelweiss - Finsens

Finance planning mobile app

Finsens is a financial tracking and planning app by Edelweiss. it uses specific algorithms to suggest the mutual funds where you need to invest in order to achieve your financial goals.