Descartes WMS2 APIs

Step-by-step guide for developers
Written by Christian Del Bianco
Reviewed by Adriano Lucatelli and Rea Vogel
Introduction
In this section, we prepare the API proxy, setting the GUEST authentication token needed for the very first HTTP calls.
Client Registration
How to open a client account: client self-registration and administrative client registration.
Access Management
How to login, logout, and refresh the authentication token.
Proposal Selection
How to get an investment proposal.
Plan Creation
How to prepare the PDF contract and to execute the plan order submission.
Client Portfolio Position
How to retrieve the client portfolio positions: portfolio assets, profit/lost, cash account balance, cash account movements, bank documents.
Plan Modification
How to request a plan modification.
Client Data Changes
How to update client data.
Notifications
How to subscribe to notifications for different system events, such as plan creation, client change, and more.