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.
Built for Banks
Enterprise-grade portfolio intelligence
— engineered for institutional interoperability, compliance and scale.
Built for Banks
Enterprise-grade portfolio intelligence
— engineered for institutional interoperability, compliance and scale.
Merlin-Connect API Suite
Access Merlin’s portfolio construction, analytics, and simulation capabilities through a focused institutional API suite.
PORTFOLIO building
Portfolio Construction
Create and manage portfolios aligned to client objectives and risk profiles, with allocation analysis, optimization and rebalancing built into your digital experience.
PORTFOLIO STUDY
Portfolio Analytics
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.
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.
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 capabilities and access API documentation, including an interactive Swagger reference and downloadable Postman collection.
Register to explore Merlin-Connect capabilities and access API documentation, including an interactive Swagger reference and downloadable Postman collection.
Register to explore Merlin-Connect capabilities and access API documentation, including an interactive Swagger reference and downloadable Postman collection.
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.
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