Orion Advisor Solutions Integrations/Communities API

The Integrations/Communities API from Orion Advisor Solutions — 23 operation(s) for integrations/communities.

Operations 24

GET /v1/Integrations/Communities/Custodians/List Communities get all communities custodians async #
GET /v1/Integrations/Communities/DailySyncLogDetails/{key} Get daily sync log by processLogId for Communities #
GET /v1/Integrations/Communities/DailySyncLogs Get daily sync logs for Communities #
GET /v1/Integrations/Communities/ManagerFactSheet/{modelId} Get the model fact sheet from v2 communities #
GET /v1/Integrations/Communities/ModelAllocationHistory/{id} Get Model Allocation History by model Id #
GET /v1/Integrations/Communities/Models Gets community models #
GET /v1/Integrations/Communities/Models/{key} Returns the Community model that has the given {key}. #
PUT /v1/Integrations/Communities/Models/{key} Updates the community model that has the provided key. #
POST /v1/Integrations/Communities/Models/AssignedToAccounts/Validate Communities check community models assigned to accounts async #
GET /v1/Integrations/Communities/Models/CountModelsNeedingRebalance Gets community models #
POST /v1/Integrations/Communities/Models/List Returns the models that have the given {keys} #
POST /v1/Integrations/Communities/Models/OutsourceModelInfo Communities community out source model info async #
GET /v1/Integrations/Communities/Models/Simple Gets community models #
POST /v1/Integrations/Communities/Models/SimpleList Get Model information by Community Model Id's #
POST /v1/Integrations/Communities/ModelUpdate Create, Update, Delete sync of Models from Communities to Orion Connect #
GET /v1/Integrations/Communities/Performance/{modelId} Community Model Performance #
POST /v1/Integrations/Communities/Personal/GetPersonalDataForSync Communities get personal data for sync async #
GET /v1/Integrations/Communities/ProductExclusions/Sync Communities get product exclusions for sync async #
GET /v1/Integrations/Communities/Products/Sync Communities get products for sync async #
PUT /v1/Integrations/Communities/RemoveRebalanceRequestedDate/{key} Removes the rebalance requested date from the community model #
POST /v1/Integrations/Communities/Reports/StrategistAumReport Communities reports process strategist aum report #
POST /v1/Integrations/Communities/Reports/StrategistFlowReport Communities reports process strategist flow report #
GET /v1/Integrations/Communities/StrategistTiers Communities get strategist tiers async #
PUT /v1/Integrations/Communities/UpdateRebalanceExecutionRequestedDate Communities update rebalance execution requested date async #

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OpenAPI Specification

orion-advisor-solutions-integrations-communities-api-openapi.yml Raw ↑
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Communities 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-communities-api-openapi.yml