Orion Advisor Solutions

Orion Advisor Solutions Integrations/Advisory World API

The Integrations/AdvisoryWorld API from Orion Advisor Solutions — 33 operation(s) for integrations/advisoryworld.

GitHub OpenAPI

Operations 34

GET /v1/Integrations/AdvisoryWorld/AssetFactSheet/{modelAggId} Get asset fact sheet for a ModelAgg #
GET /v1/Integrations/AdvisoryWorld/Configuration Retrieves AdvisoryWorld Integration details #
PUT /v1/Integrations/AdvisoryWorld/Configuration Saves AdvisoryWorld integration settings #
GET /v1/Integrations/AdvisoryWorld/IPSBuilderSection/Model Get Ips Builder section by Model #
GET /v1/Integrations/AdvisoryWorld/IPSBuilderSection/ModelAgg Get ips builder section info by Model Agg #
GET /v1/Integrations/AdvisoryWorld/ManagerFactSheet/{modelAggId} Get asset fact sheet for a ModelAgg #
GET /v1/Integrations/AdvisoryWorld/ModelFactSheet/{key} Get asset fact sheet for a Strategy #
POST /v1/Integrations/AdvisoryWorld/Proposal/Activate Accept proposal to apply changes through sleeving, Connect, or Eclipse Proposal… #
POST /v1/Integrations/AdvisoryWorld/Proposal/CompatableModelAttributes/List Accept a list of modelagg ids to return the proposal compatibility for each… #
GET /v1/Integrations/AdvisoryWorld/Proposal/Portfolio Accept parameters to return an aggregated list of accounts for accepting… #
GET /v1/Integrations/AdvisoryWorld/Redirect Method to redirect to AdvisoryWorld SSO QuickStart #
POST /v1/Integrations/AdvisoryWorld/Remove Sets up Blaze integration for the current user #
POST /v1/Integrations/AdvisoryWorld/Reports/CompariScan/{reportName} Gets a compari scan report from Advisory World for the allocations provided. #
GET /v1/Integrations/AdvisoryWorld/Reports/CompariScan/Account/{accountId}/Model/{modelId} Gets a compari scan report from Advisory World for the specific account… #
GET /v1/Integrations/AdvisoryWorld/Reports/CompariScan/Client/{clientId}/Model/{modelId} Gets a compari scan report from Advisory World for the specific client provided. #
GET /v1/Integrations/AdvisoryWorld/Reports/CompariScan/Registration/{registrationId}/Model/{modelId} Gets a compari scan report from Advisory World for the specific registration… #
POST /v1/Integrations/AdvisoryWorld/Reports/DetailedAnalytics/{reportName} Gets a detailed analytics report from Advisory World for the allocations… #
GET /v1/Integrations/AdvisoryWorld/Reports/DetailedAnalytics/Account/{accountId} Gets a detailed analytics report from Advisory World for the specific account… #
GET /v1/Integrations/AdvisoryWorld/Reports/DetailedAnalytics/Client/{clientId} Gets a detailed analytics report from Advisory World for the specific client… #
GET /v1/Integrations/AdvisoryWorld/Reports/DetailedAnalytics/Model/{modelId} Gets a detailed analytics report from Advisory World for the specific model… #
GET /v1/Integrations/AdvisoryWorld/Reports/DetailedAnalytics/Registration/{registrationId} Gets a detailed analytics report from Advisory World for the specific… #
POST /v1/Integrations/AdvisoryWorld/Reports/HoldingScan/{reportName} Gets a holding scan report from Advisory World for the allocations provided. #
GET /v1/Integrations/AdvisoryWorld/Reports/HoldingScan/Account/{accountId} Gets a holding scan report from Advisory World for the specific account… #
GET /v1/Integrations/AdvisoryWorld/Reports/HoldingScan/Asset/{assetId} Gets a holding scan report from Advisory World for the specific asset provided. #
GET /v1/Integrations/AdvisoryWorld/Reports/HoldingScan/Client/{clientId} Gets a holding scan report from Advisory World for the specific client provided. #
GET /v1/Integrations/AdvisoryWorld/Reports/HoldingScan/Model/{modelId} Gets a holding scan report from Advisory World for the specific model provided. #
GET /v1/Integrations/AdvisoryWorld/Reports/HoldingScan/Registration/{registrationId} Gets a holding scan report from Advisory World for the specific registration… #
PUT /v1/Integrations/AdvisoryWorld/RiskScore Get risk score for Sleeve Strategy #
PUT /v1/Integrations/AdvisoryWorld/RiskScoreModel Get risk score for ModelAggs #
GET /v1/Integrations/AdvisoryWorld/Run/{filename} Used to download a previously generated report pdf #
POST /v1/Integrations/AdvisoryWorld/Setup Sets up AdvisoryWorld integration for the current user #
POST /v1/Integrations/AdvisoryWorld/SetupComplete Stores AdvisoryWorld integration completed remotely for the current user #
GET /v1/Integrations/AdvisoryWorld/SSOUrl Method to build an AdvisoryWorld SSO link #
PUT /v1/Integrations/AdvisoryWorld/UpdateModelAggRiskScore Update risk score for ModelAggs that have been added or edited in the past 24hrs #

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-advisoryworld-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-advisoryworld-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Advisory World 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-advisoryworld-api-openapi.yml