SimCorp Dimension API
SimCorp is an investment management technology provider whose Dimension platform, now delivered as part of SimCorp One, is the industry's integrated front-to-back investment management system. This page is an independent design exercise that asks what a well-designed SimCorp Dimension API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
This page is an independent analysis by Supergood of what a well-designed SimCorp Dimension API could look like. It draws on publicly available information, vendor materials, and general integration experience in this category. Nothing on this page describes an existing SimCorp Dimension product, and Supergood is not affiliated with or endorsed by the vendor. If the vendor offers an official API, we highly recommend it.
What is SimCorp Dimension?
SimCorp is an investment management technology provider whose Dimension platform, now delivered as part of SimCorp One, is the industry's integrated front-to-back investment management system. Asset managers, insurers, pension funds, and sovereign wealth funds run Dimension to centralize trades, cash, and holdings in a real-time Investment Book of Record (IBOR), execute portfolio construction and order management, settle and account for transactions, and produce performance, risk, and regulatory reporting across equities, fixed income, derivatives, private markets, and alternatives in a single unified data architecture.
Core product areas include:
- Investment Book of Record (IBOR), real-time, unified positions, cash, and holdings across asset classes
- Front office, portfolio management, order management, and trading
- Middle office, settlement, reconciliation, and investment operations
- Back office, investment accounting and regulatory reporting
- Axioma Solutions, portfolio construction, optimization, performance attribution, and risk analytics
- SimCorp Gain, enterprise data management for instrument and reference data
An API for a platform like this would naturally organize around its core data entities:
- Portfolios, Accounts, Mandates, Benchmarks
- Positions, Holdings, Cash Balances, Exposures
- Transactions, Trades, Settlements, Corporate Actions
- Instruments, Securities, Reference Data, Prices
- Orders, Allocations, Executions
- Performance, Attribution, Risk Metrics, Compliance Results
- Accounting Entries, NAV, Valuations, Ledger Postings
The SimCorp Dimension Integration Challenge
Investment firms run mission-critical, front-to-back workloads on Dimension every day, but turning its configuration-driven, enterprise architecture into clean API-driven automation is non-trivial:
- Per-client configuration: Product setups, account structures, accounting rules, and workflows are tailored per institution, generic integrations break across deployments
- Deployment variability: Dimension runs on-prem, as a managed service, and as Dimension-as-a-service on Azure, each with different connectivity and entitlement models
- Multiple integration surfaces: Web API, Data Distribution, streaming, and legacy DEX/DFS import-export each expose different objects, formats, and lifecycle states
- Open-platform but partner-gated: SimCorp's open-platform principle covers data in and out, not core code, many capabilities flow through partner agreements before API access
- Authentication complexity: Enterprise SSO and MFA are common in institutional environments and complicate headless automation
- Effective dating and audit: IBOR positions, accounting postings, and transactions require precise effective-date, valuation-date, and reason-code handling for clean reconciliation
- Deep business logic: Endpoint coverage differs by module and version, and consumers still need an understanding of Dimension's object model to integrate correctly
What a SimCorp Dimension API Could Look Like
If SimCorp Dimension exposed a modern, general-purpose API, the integration challenges above suggest what it would need to get right. This is a design sketch, not documentation of anything that exists today:
- First-class authentication: session handling with support for MFA and enterprise sign-on where the platform uses them
- Consistent resources: normalized JSON schemas and pagination across the platform's core objects
- Reliable writes: idempotency keys and validation that mirrors the platform's own workflow rules
- Entitlement awareness: endpoints scoped to what each customer's licensing actually permits
The endpoint sketches, technical requirements, and use cases below flesh out this hypothetical design.
How AI agents could connect to software like SimCorp Dimension: MCP servers for software without a public API →
Need This Kind of Access Today?
If your team needs this kind of access today, Supergood builds integrations on request, one customer at a time. We act at the direction of our customers, within the access they already hold. Customers bring their own accounts, licenses, and entitlements. If the vendor offers an official API, we highly recommend it.
- Schedule an Integration Assessment
A 30-minute session to review your product mix, licensing, and authentication model. - Scope the Integration
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Potential API Endpoints
Authentication
/authenticateWould authenticate to a SimCorp Dimension environment using enterprise SSO, username/password, or MFA and obtain a session token for downstream calls.
Portfolios
/portfoliosWould list portfolios, accounts, and mandates with filters for owner, strategy, benchmark, and status.
Positions
/positionsWould retrieve real-time IBOR positions, holdings, cash balances, and exposures for a portfolio as of a given valuation date.
Transactions
/transactionsWould pull transactions, trades, settlements, and corporate actions with filters for portfolio, instrument, status, and effective date range.
Orders
/create_orderWould submit a new order or allocation against a portfolio and route it into Dimension's order management workflow.
Reference Data
/instrumentsLook up instruments, securities, reference data, and prices across asset classes from the enterprise data store.
Use Cases
Sync IBOR positions and transactions into a warehouse
- Pull real-time positions, holdings, and cash balances from the IBOR into a single data warehouse - Stream transaction, settlement, and corporate-action events to downstream BI and reconciliation tools - Reconcile portfolio and account records across front, middle, and back office for a unified investment 360
Automate order and trade workflows
- Push orders and allocations into Dimension's order management module and pull executions back for downstream tooling - Trigger pre-trade compliance checks and attach results to the order - Route fills, exceptions, and settlement status without manual portal clicks
Feed performance, risk, and accounting reporting
- Sync NAV, valuations, and accounting entries from the back office into general ledger and reporting systems - Pull performance, attribution, and Axioma risk metrics for client and regulatory reporting - Surface compliance breaches and limit exceptions to monitoring workflows
Keep instrument and reference data in sync
- Distribute instrument, security, and pricing reference data from SimCorp Gain to downstream systems - Push new instruments and corporate-action updates back into Dimension - Trigger partner and vendor data workflows when reference data changes
Connect via No-Code Tools
Automate this platform from the no-code stack you already use.
Technical Requirements
Authentication
Would require enterprise SSO, username/password, OAuth, and MFA (SMS, email, TOTP) with managed session handling
Connectivity
Would build on authenticated sessions plus Dimension's Web API, Data Distribution, and streaming surfaces where exposed by the client
Response format
Normalized JSON across portfolios, positions, transactions, instruments, orders, and accounting objects
Rate limits
Adaptive throttling tuned to your Dimension deployment to avoid server-side limits
Session management
Would need automatic session refresh, MFA replay handling, and credential rotation
Data freshness
Near real-time pulls for IBOR positions, transactions, and prices with optional scheduled batch syncs
Security
Encrypted credential vault, scoped access tokens, SOC 2-aligned controls, and audit logging
Webhooks
Event-style callbacks for position changes, trade settlement, order status, and accounting postings
Latency
Design target: sub-second reads on cached entities; multi-second writes when posting through order and accounting workflows
Throughput
Design target: horizontally scaled workers sized to front-to-back, multi-asset-class volume
Reliability
Retry, backoff, and idempotency keys for orders, transactions, and accounting postings
Versioning
Clear versioning and change management would matter as SimCorp Dimension evolves
Frequently asked questions
Yes. IBOR positions, cash balances, NAV, and valuations are exposed through the same normalized API surface, with effective-date and valuation-date handling preserved for clean reconciliation.
Availability of official interfaces varies by product, plan, and licensing. Many platforms in this category gate access behind partner programs or paid modules, and there is often no broadly available, self-serve public API. Check the vendor's developer resources for current offerings.
The hard parts would be authentication (MFA, session management, enterprise controls), consistent schemas across the platform's products, and write semantics that reconcile the way the platform's own workflows do.
No. This page is an independent analysis by Supergood and is not affiliated with, sponsored by, or endorsed by the vendor. All product names and trademarks belong to their respective owners and are used for identification only. Nothing here documents an actual SimCorp Dimension product or service.
Supergood acts at the direction of its customers, within the access those customers already have. We respect each customer's agreements with their software vendors, and how those agreements apply to a customer's use is a determination the customer makes. If the vendor offers an official API, we highly recommend it.
Supergood builds managed API access to enterprise software for customers on request, scoped to each customer's own licensing and entitlements. If your team needs programmatic access to a platform like this, schedule an integration assessment to discuss options.