Orion Advisor Solutions

Orion Advisor Solutions Compliance/Disclose API

The Compliance/Disclose API from Orion Advisor Solutions — 22 operation(s) for compliance/disclose.

GitHub OpenAPI
Business capability
Regulatory Compliance Management BC-130.10

Operations 22

POST /v1/Compliance/Disclose/{type}/{asOfDate} Populate ADV/AUM Tiles by type on Disclose Dashboard #
POST /v1/Compliance/Disclose/{type}/{asOfDate}/Detail Detail Result by Type #
GET /v1/Compliance/Disclose/{type}/{asOfDate}/Detail/{cacheKey} Retrieve the previously generated slick grid result #
POST /v1/Compliance/Disclose/13f/FormReportSummary/{asOfDate} Gets the 13f summary report asynchronous #
POST /v1/Compliance/Disclose/13f/InformationSummary/{asOfDate} Populate the 13F Filing Requirements Tile #
GET /v1/Compliance/Disclose/AdvCategories/AssetCategories Disclose get adv asset categories #
GET /v1/Compliance/Disclose/AdvCategories/ClientCategories Disclose get adv client categories #
PUT /v1/Compliance/Disclose/AdvCategories/ResetAdvAssetCategories Disclose update adv asset categories async #
POST /v1/Compliance/Disclose/ADVConsolidated/Detail/{asOfDate} Populate ADV Consolidated Tile on Disclose Dashboard #
POST /v1/Compliance/Disclose/AdvCustody/{asOfDate} Gets Adv Custody Tile data #
GET /v1/Compliance/Disclose/AdvCustodyTypes Gets Custody Types for Adv #
POST /v1/Compliance/Disclose/AdvSloa/{asOfDate} Gets Adv Sloa Tile data #
POST /v1/Compliance/Disclose/AUA/{asOfDate} Populate ADV AUM Tile on Disclose Dashboard #
POST /v1/Compliance/Disclose/AUAProducts/{asOfDate} Populate AUA Products Tile on Disclose Dashboard #
POST /v1/Compliance/Disclose/AUM/{asOfDate} Populate ADV AUM Tile on Disclose Dashboard #
PUT /v1/Compliance/Disclose/Detail/{type} Update Account Status #
POST /v1/Compliance/Disclose/Discretionary/{asOfDate} Populate ADV Discretionary Tile on Disclose Dashboard #
POST /v1/Compliance/Disclose/Domestic/{asOfDate} Populate ADV Domestic vs Foreign Tile on Disclose Dashboard #
POST /v1/Compliance/Disclose/FormReport13F/{asOfDate}/XML 13F Reporting XML Output #
GET /v1/Compliance/Disclose/NeedEmployeeHouseholdsBanner Checks if user has access to Employee Households #
POST /v1/Compliance/Disclose/UserAdvFilters Update Adv or Aua Filter Settings from Compliance #
POST /v1/Compliance/Disclose/WrapManaged/{asOfDate} Populate ADV Wrap Managed Tile on Disclose Dashboard #

Documentation

📖
Documentation
https://developers.orionadvisor.com/quick-start/
📖
Documentation
https://developers.orionadvisor.com/guides/
📖
APIReference
https://api.orionadvisor.com/api/swagger/ui/index
📖
GettingStarted
https://developers.orionadvisor.com/quick-start/

Specifications

⚙
OpenAPI
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-compliance-disclose-api-openapi.yml

Other Resources

🔗
Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml

Work with this as data

Every API here is available over the APIs.io API and to AI agents over MCP.

MCP server

One button, every client — Claude, Cursor, VS Code and the rest.

https://apis.io/mcp

Tools for apis

7 MCP tools reach this
  • find_apisBrowse and filter every API in the catalog.
  • get_api_artifactsOne API's artifacts, grouped by type.
  • get_openapiThe primary OpenAPI for this API.
  • find_similar_apisAPIs that look like this one.
  • apis_io_searchSTART HERE — APIs, providers and tags for one query, each with its total.
  • resolveTurn a domain, URL or GitHub org into the provider it belongs to.
  • find_cohortsEvery scored population of providers in the catalog.
All 92 tools →

Call it yourself

curl for this page
This API 
curl "https://apis.io/api/v1/apis/orion-advisor-solutions-compliance-disclose-api"
All apis 
curl "https://apis.io/api/v1/apis?limit=25"

Discovery needs no key. Ratings and market analysis are Pro.

Get an API key

Free tier, no form to fill in. Signing in shares your email address with us — we store it to create your key and to recognise you if you sign in with another provider. See our Privacy Policy and Terms.

GitHub Google LinkedIn

A second provider on the same verified email joins the account you already have.

OpenAPI Specification

orion-advisor-solutions-compliance-disclose-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Compliance/Disclose API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


# --- truncated at 32 KB (85 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-compliance-disclose-api-openapi.yml