smallcase Gateway enables equity investments natively on your platform (apps and website). Build a seamless investment experience for your clients using our SDKs and APIs.
Directly integrating with individual brokers is hard and painful. That's where smallcase Gateway comes to the rescue.
smallcase Gateway makes the integration experience seamless with its out-of-box, standardised experience across brokers for you and your clients.
Enable Securities Transactions on your platform to allow smooth buy and sale of one or more stocks, ETFs, InvITs & REITs at once.
Also known as single stock order / basket order / SST
Distribute smallcase on your platform by enabling smallcase Transactions. In the DIY integration approach, you can use our smallcase data APIs to power smallcase discovery screens, order placements, and investment tracking.
To fast track the integration, smallcase Module provides an out-of-box user experience that includes smallcase discovery, transactions & investment tracking.
Also known as SMT
Use our Holdings Import feature to build a holistic view of a user’s equity investments (stocks, ETFs, InvITs, REITs and smallcases).
Our Broker Account Opening feature can help your users open a broker account of their choice with a fully online & seamless experience.
Use our broker connect flow to connect your user's broker account with your product account. This process will simplify future user interactions with smallcase Gateway SDK where the user can now directly continue with their broker rather than being asked to choose from a set of available brokers every time.
Using our fetch funds flow, you can now easily fetch available funds in the user's Demat account.
To allow users to switch between their different accounts with a broker, use our Broker Logout functionality. It kills existing login sessions on smallcase so that the existing broker account does not get used. During the next transaction, user will be get asked to log in with their broker first.
Gateway SDK helps enable investment journeys (and more) for your users. With minimal integration efforts in your website and app, SDKs will be ready to handle transactional (and other) flows.
You can use one or more of these SDKs -
Gateway APIs play a vital role in investment journeys. Be it for creating transactions, fetching order details, user investments, leads status, and much more.
Based on your use case, check out the relevant APIs & Webhooks -
- Create transaction: MF holdings import
- For API-only integration (partner building their own UI)
- MF holdings import webhook to receive holdings data
Updated 4 months ago