Orion Advisor Solutions

Orion Advisor Solutions Integrations/Money Guide Pro API

The Integrations/MoneyGuidePro API from Orion Advisor Solutions — 12 operation(s) for integrations/moneyguidepro.

GitHub OpenAPI

Operations 17

GET /v1/Integrations/MoneyGuidePro/Configuration Retrieves MoneyGuidePro Integration details #
PUT /v1/Integrations/MoneyGuidePro/Configuration Saves MoneyGuidePro integration settings #
GET /v1/Integrations/MoneyGuidePro/Configuration/Client Retrieves MoneyGuidePro Integration details #
PUT /v1/Integrations/MoneyGuidePro/Configuration/Client Saves MoneyGuidePro Client-level integration settings #
POST /v1/Integrations/MoneyGuidePro/Configuration/Client Saves MoneyGuidePro Client-level integration settings #
GET /v1/Integrations/MoneyGuidePro/Household/{clientId} Get the household data for the specified client ID, and return it as an… #
GET /v1/Integrations/MoneyGuidePro/InsurancePolicies/Client/{clientId} Used to download the MoneyGuidePro Insurance Policies #
GET /v1/Integrations/MoneyGuidePro/MonteCarloMeter/Client/{clientId} Used to download the MoneyGuidePro Monte Carlo Dial #
GET /v1/Integrations/MoneyGuidePro/Networth/Client/{clientId} Used to download the MoneyGuidePro Networth #
GET /v1/Integrations/MoneyGuidePro/PlanSummary/Client/{clientId} Used to download the MoneyGuidePro Plan Summary #
POST /v1/Integrations/MoneyGuidePro/PlanSummary/Client/{clientId} Money guide pro post V1 integrations money guide pro plan summary client by… #
POST /v1/Integrations/MoneyGuidePro/Remove Sets up MoneyGuidePro integration for the current user #
GET /v1/Integrations/MoneyGuidePro/Settings Money guide pro get settings async #
PUT /v1/Integrations/MoneyGuidePro/Settings Money guide pro update settings async #
POST /v1/Integrations/MoneyGuidePro/Setup Sets up MoneyGuidePro integration for the current user #
GET /v1/Integrations/MoneyGuidePro/SSO/AccessPlan/{clientId} Money guide pro access plan SAML async #
GET /v1/Integrations/MoneyGuidePro/SSO/Client/{clientId} Money guide pro sso 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-moneyguidepro-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-moneyguidepro-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Money Guide Pro 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-moneyguidepro-api-openapi.yml