Releases

Major releases

Our aim is to create a full set of API methods to allow for all quoting, referral and instruction operations that can be performed via the portal.

Development of the main features of this API for Instructions and Referrals and the majority of Quoting were completed in mid-2025, The remaining features in Quoting were completed in mid-2026

Recent updates

29 June 2026

• Introducer Quoting and Instruction services - Return and set owner. Data service returns a list of active users.
• Introducer Quoting service - Return and set referrer.
• Introducer Quoting service - Return and set introducer references.

19 June 2026

• Introducer Quote search - this was a GET but had a payload. It has been changed to a GET with parameters using the query string. This is a breaking change.
• Introducer Supplier Instruction search - this was a GET but had a payload. It has been changed to a GET with parameters using the query string. This is a breaking change.