Orion Advisor Solutions

Orion Advisor Solutions Integrations/Wealth Site API

The Integrations/WealthSite API from Orion Advisor Solutions — 24 operation(s) for integrations/wealthsite.

GitHub OpenAPI

Operations 24

POST /v1/Integrations/WealthSite/Allocation/ByManager/Account/{accountId} Wealth site get allocation by manager for account async #
POST /v1/Integrations/WealthSite/Allocation/ByManager/Client/{clientId} Wealth site get allocation by manager for client async #
POST /v1/Integrations/WealthSite/Allocation/ByManager/Registration/{registrationId} Wealth site get allocation by manager for registration async #
POST /v1/Integrations/WealthSite/Allocation/ByPropertyType/Account/{accountId} Wealth site get allocation by property type for account async #
POST /v1/Integrations/WealthSite/Allocation/ByPropertyType/Client/{clientId} Wealth site get allocation by property type for client async #
POST /v1/Integrations/WealthSite/Allocation/ByPropertyType/Registration/{registrationId} Wealth site get allocation by property type for registration async #
POST /v1/Integrations/WealthSite/Allocation/ByRegion/Account/{accountId} Wealth site get allocation by region for account async #
POST /v1/Integrations/WealthSite/Allocation/ByRegion/Client/{clientId} Wealth site get allocation by region for client async #
POST /v1/Integrations/WealthSite/Allocation/ByRegion/Registration/{registrationId} Wealth site get allocation by region for registration async #
POST /v1/Integrations/WealthSite/Allocation/ByRisk/Account/{accountId} Wealth site get allocation by risk for account async #
POST /v1/Integrations/WealthSite/Allocation/ByRisk/Client/{clientId} Wealth site get allocation by risk for client async #
POST /v1/Integrations/WealthSite/Allocation/ByRisk/Registration/{registrationId} Wealth site get allocation by risk for registration async #
POST /v1/Integrations/WealthSite/Allocation/ByYear/Account/{accountId} Wealth site get allocation by year for account async #
POST /v1/Integrations/WealthSite/Allocation/ByYear/Client/{clientId} Wealth site get allocation by year for client async #
POST /v1/Integrations/WealthSite/Allocation/ByYear/Registration/{registrationId} Wealth site get allocation by year for registration async #
POST /v1/Integrations/WealthSite/Allocation/Summary/Account/{accountId} Wealth site get allocation summary for account async #
POST /v1/Integrations/WealthSite/Allocation/Summary/Client/{clientId} Wealth site get allocation summary for client async #
POST /v1/Integrations/WealthSite/Allocation/Summary/Registration/{registrationId} Wealth site get allocation summary for registration async #
POST /v1/Integrations/WealthSite/PrivateAssetSummary/Account/{accountId} Wealth site get private asset summary for account async #
POST /v1/Integrations/WealthSite/PrivateAssetSummary/Client/{clientId} Wealth site get private asset summary for client async #
POST /v1/Integrations/WealthSite/PrivateAssetSummary/Registration/{registrationId} Wealth site get private asset summary for registration async #
POST /v1/Integrations/WealthSite/PrivateInvestmentPerformance/Account/{accountId} Wealth site get private investment performance for account async #
POST /v1/Integrations/WealthSite/PrivateInvestmentPerformance/Client/{clientId} Wealth site get private investment performance for client async #
POST /v1/Integrations/WealthSite/PrivateInvestmentPerformance/Registration/{registrationId} Wealth site get private investment performance for registration 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-wealthsite-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-wealthsite-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Integrations/Wealth Site 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-wealthsite-api-openapi.yml