Diligence API vs reports: which suits your platform?
Should a platform take research and diligence by API or as reports?
Use an API when findings should appear inside your own screens and workflows. Use embedded views when you want research in your platform with less engineering. Use reports when clients and advisers need documents to read, share or file. Many platforms start with one and add another as clients ask.
The problem today
- Product teams commit to an API before knowing how clients will use research.
- Reports alone leave clients outside the platform when they decide.
- Change alerts are lost if no channel is designed for them.
How Reuben AI helps
API. Structured findings, evidence links and change events inside your own interface.
Embedded views. Research inside your platform with less engineering than an API.
Reports. Documents clients and advisers can read, share and file.
How to decide
- Where do your clients make decisions today: in your platform, in meetings, or in documents?
- How much does your product team want to own in the interface?
- How should clients hear about material changes?
- Do advisers need something they can hand to a client?
How Reuben AI delivers
Reuben AI is offered inside the platform, by API or as reports, co-branded or white-label. The same living record sits behind each option, so moving from reports to an API later does not change the research.
What you get
- Delivery option comparison
- Change alert design
Security and trust
- Client data is isolated, with access control and an audit trail on every record.
- Data residency is available in APAC, EMEA or the Americas.
- Every finding is fully sourced and marked verified or cross-checked.
- People make the decisions. Reuben AI does not give investment advice.