Orion Advisor Solutions

Orion Advisor Solutions Integrations/Advice Works API

The Integrations/AdviceWorks API from Orion Advisor Solutions — 8 operation(s) for integrations/adviceworks.

GitHub OpenAPI

Operations 8

GET /v1/Integrations/AdviceWorks/AdvisorId/{orionRepId} Cetera cetera advisor id async #
GET /v1/Integrations/AdviceWorks/GetClientDetail/{clientId} Cetera get V1 integrations advice works get client detail by client id #
GET /v1/Integrations/AdviceWorks/GetClientDetailRaw/{clientId} Cetera get client detail raw async #
GET /v1/Integrations/AdviceWorks/GetToken Cetera get token async #
POST /v1/Integrations/AdviceWorks/ReserveAccount Cetera reserve account async #
POST /v1/Integrations/AdviceWorks/ReserveAccountRaw Cetera reserve account raw async #
POST /v1/Integrations/AdviceWorks/Search Cetera get client search async #
POST /v1/Integrations/AdviceWorks/SearchRaw Cetera get client search raw async #

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-integrations-adviceworks-api-openapi.yml

Other Resources

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

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OpenAPI Specification

orion-advisor-solutions-integrations-adviceworks-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Advice Works API
  x-swagger-net-version: 8.4.12.001
servers:
- url: https://api.orionadvisor.com/api
tags:


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# Full source: https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/openapi/orion-advisor-solutions-integrations-adviceworks-api-openapi.yml