Technology
Flexible integration, designed around your architecture
Slate is built to integrate into different institutional environments, from deeply embedded backend architectures to rapid go-to-market models.
Whether your priority is full technical control, accelerated deployment, or a phased evolution over time, Slate supports multiple integration approaches on the same modular platform.
For institutions that require deep architectural integration and full control over frontend and orchestration.
For a seamless, bank-branded investment experience embedded directly into your existing channels.
For launching a complete, fully branded investment proposition with maximum speed and reduced engineering effort.
Each model is built on the same institutional-grade infrastructure, allowing you to adapt your integration strategy over time without replatforming.
API-based integration
(backend-to-backend)
Bank integrates directly with Slate’s platform through secure, institutional-grade APIs and consumes investment capabilities as backend services inside the institution’s own channels and internal systems.
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Entity retains full control of the frontend, UX and orchestration of customer journeys and internal workflows.
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Trading/OMS (order submit/modify/cancel and lifecycle), portfolios/positions/valuation, cash movements, post-trade events (confirmations/settlement status), reporting datasets/feeds, and operational/audit data as required.
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REST for synchronous journeys (e.g., placing an order, retrieving a portfolio), plus webhooks/event notifications and optional batch exports for asynchronous updates and reconciliation needs.
Key benefits
Deep integration into the bank’s architecture, maximum data and workflow control, and long-term flexibility. Your institution integrates once to stable domain APIs while Slate absorbs provider-specific differences via its multi-broker/multi-custodian abstraction layer.
App-in-App integration
Slate’s investment experience is embedded within your institution’s mobile and/or web applications using a secure App-in-App or WebView approach, providing a seamless bank-branded user experience.
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Slate delivers and operates the embedded investment UI and end-to-end flows (e.g., discovery, trading journeys, portfolio views), while your bank hosts it inside its app container.
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Fully institution-branded and transparent to the end customer; consistent look-and-feel can be aligned to your design requirements.
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Slate manages the embedded workflows and related backend services; you retain governance and can keep control of adjacent services (e.g., identity, customer communications) based on the agreed setup.
Key benefits
Faster time-to-market compared to building full journeys natively via APIs, reduced channel build effort for your bank and a pragmatic path to evolve toward deeper API or hybrid integration over time.
White-label solution
Slate provides a fully white-labelled investment solution from a technology perspective, including frontend components, backend services and operational tooling, branded under your company’s identity.
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White-labelled frontend + core investment backend (trading, portfolios, reporting, operational controls) + operational tooling for backoffice workflows.
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Suitable for rapid market rollout and for phased evolution. Your institution can start with a full white-label and progressively move specific capabilities to direct API consumption if desired.
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Uses the same modular platform and integration layer, enabling your bank to configure products, providers, and workflows without replatforming.
Key benefits
Maximum speed for launching a complete proposition, reduced engineering burden on your bank for day-1 scope, and a controlled transition path to deeper integration while remaining fully institution-branded.
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