Orion Advisor Solutions

Orion Advisor Solutions Integrations/Advizr API

The Integrations/Advizr API from Orion Advisor Solutions — 28 operation(s) for integrations/advizr.

GitHub OpenAPI

Operations 29

GET /v1/Integrations/Advizr/Action/SAML Advizr start SSO async #
POST /v1/Integrations/Advizr/Actions/Remove Removes the Schwab integration for the current user #
POST /v1/Integrations/Advizr/Actions/Setup Advizr setup service async #
GET /v1/Integrations/Advizr/ApexAccount Advizr get apex account async #
POST /v1/Integrations/Advizr/ApexAccount Advizr post apex account async #
POST /v1/Integrations/Advizr/ApexAccounts Advizr post apex accounts async #
GET /v1/Integrations/Advizr/FinancialPlan/{clientId}/3DRiskProfile Advizr get3 DRisk profile async #
GET /v1/Integrations/Advizr/FinancialPlan/{clientId}/ActionSteps Advizr get action steps async #
GET /v1/Integrations/Advizr/FinancialPlan/{clientId}/BeFi20 Advizr get be fi20 async #
GET /v1/Integrations/Advizr/FinancialPlan/{clientId}/ProbabilityOfSuccess/{planType} Returns the monte carlo result for the current or proposed financial plan #
GET /v1/Integrations/Advizr/FinancialPlan/{clientId}/ProtectLiveDream Returns the protect, live, dream for a household #
GET /v1/Integrations/Advizr/FinancialPlan/{clientId}/RetirementAssets/{planType} Returns the retirement assets chart data for the current or proposed financial… #
GET /v1/Integrations/Advizr/FinancialPlan/{clientId}/suggestions Advizr get suggestions async #
GET /v1/Integrations/Advizr/FinancialPlan/{clientId}/Summary/{planType} Returns the plan summary goals for the current or proposed financial plan #
POST /v1/Integrations/Advizr/FinancialPlan/Decumulation Returns the protect, live, dream for a household #
GET /v1/Integrations/Advizr/GetConfig Advizr get config async #
GET /v1/Integrations/Advizr/NetWorth/{clientId} List all net worth data for a client #
GET /v1/Integrations/Advizr/Onboarding/AllFirms Lists all on-boarded firms that meet the specified search criteria #
GET /v1/Integrations/Advizr/Onboarding/Firm Returns the on-boarded organization of the specified external firm id #
GET /v1/Integrations/Advizr/Onboarding/Firm/Advisors Lists all on-boarded advisors of the specified external firm id #
GET /v1/Integrations/Advizr/Onboarding/Firm/Households Lists all on-boarded households of the specified external firm id #
GET /v1/Integrations/Advizr/Onboarding/Goals/{householdId} Advizr get goals async #
GET /v1/Integrations/Advizr/Onboarding/Households Returns households for logged in user (id) #
POST /v1/Integrations/Advizr/Onboarding/OrionPlanningNewHouseholdId Advizr get orion planning household id async #
GET /v1/Integrations/Advizr/Onboarding/PlaidAccounts/{clientId} Returns all Advizr Plaid Accounts #
GET /v1/Integrations/Advizr/Onboarding/RTQ/{advizrHouseholdId}/Ally/{alliedHouseholdId} Returns all Advizr Risk Tolerance Questionaire #
GET /v1/Integrations/Advizr/PersonalFinanceTemplates Advizr get personal finance templates async #
POST /v1/Integrations/Advizr/ProbabilityOfSuccess Advizr probability of success async #
POST /v1/Integrations/Advizr/SendEmail This is only invoked from the FE if TOS is unchecked REF: advizrWizard.js… #

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-advizr-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-advizr-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Advizr 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-advizr-api-openapi.yml