Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Clients API

The Portfolio/Clients API from Orion Advisor Solutions — 98 operation(s) for portfolio/clients.

GitHub OpenAPI

Operations 114

GET /v1/Portfolio/Clients Gets a list of clients that the logged in user has access to. #
PUT /v1/Portfolio/Clients/{clientId}/HouseholdMembers/{householdMemberId}/SSNTaxId Retrieve or update SSN for household member #
GET /v1/Portfolio/Clients/{clientId}/ModelTolerance Returns a comparison of an Registration to its Assigned Model Targets #
GET /v1/Portfolio/Clients/{clientId}/PortfolioGroupChanges Gets a list of portfolio group changes that the logged in user has access to #
GET /v1/Portfolio/Clients/{clientId}/PortfolioGroups Gets portfolio groups for a specific client #
PUT /v1/Portfolio/Clients/{clientId}/PortfolioGroups Client portfolio groups update async #
POST /v1/Portfolio/Clients/{clientId}/PortfolioGroups Create a portfolio group for a specific client #
GET /v1/Portfolio/Clients/{clientId}/RegistrationRepPayouts Retrieves registration rep additionals for the given client ID #
GET /v1/Portfolio/Clients/{clientId}/Registrations/Simple Clients get registrations simple async #
PUT /v1/Portfolio/Clients/{clientkey}/PortfolioGroups/{key} Update the portfolio group has the provided key #
PUT /v1/Portfolio/Clients/{clientkey}/PortfolioGroups/Action/Delete Client portfolio groups delete portfolio groups #
GET /v1/Portfolio/Clients/{key} Gets the client that has the provided key. #
PUT /v1/Portfolio/Clients/{key} Simple dto update #
GET /v1/Portfolio/Clients/{key}/{fileType} Obsolete. #
GET /v1/Portfolio/Clients/{key}/{fileType}/{fileId} Obsolete. #
GET /v1/Portfolio/Clients/{key}/Accounts Gets a list of accounts that fall below the client with the specified key… #
GET /v1/Portfolio/Clients/{key}/Accounts/AumOverTime Gets a list of Aum data representative of the range provided for all the… #
GET /v1/Portfolio/Clients/{key}/Accounts/ModelAggs/Simple Gets a list of Model Aggregate records that are used by the selected client in… #
GET /v1/Portfolio/Clients/{key}/Accounts/NetAmountInvested Gets a list of Aum data representative of the range provided for all the… #
GET /v1/Portfolio/Clients/{key}/Accounts/Simple Gets a list of simple accounts that fall below the client with the specified… #
GET /v1/Portfolio/Clients/{key}/Accounts/Value Gets a simple list of accounts (including aum for today) that fall below the… #
GET /v1/Portfolio/Clients/{key}/Accounts/Value/{asOfDate} Gets a simple list of accounts (including aum for the end of the date… #
GET /v1/Portfolio/Clients/{key}/AdditionalAccounts Gets a list of additional accounts that are assigned to the client with the… #
POST /v1/Portfolio/Clients/{key}/AdditionalAccounts Clients create additional account async #
DELETE /v1/Portfolio/Clients/{key}/AdditionalAccounts/{additionalAccountId} Clients remove additional account async #
GET /v1/Portfolio/Clients/{key}/AdditionalRepresentativesPercent Gets additional representative with percent by id #
GET /v1/Portfolio/Clients/{key}/Assets Gets a list of assets that fall below the client with the specified key, which… #
GET /v1/Portfolio/Clients/{key}/Assets/{asOfDate} Gets a list of assets that fall below the client with the specified key, which… #
GET /v1/Portfolio/Clients/{key}/AumOverTime Gets a list of Aum data representative of the range provided for the client… #
GET /v1/Portfolio/Clients/{key}/BalanceSheet Get balance sheets for the client #
PUT /v1/Portfolio/Clients/{key}/BalanceSheet Update client's balance sheets #
GET /v1/Portfolio/Clients/{key}/BalanceSheet/ByAllAccounts/Refresh Add, edit or remove ByAllAccounts data on the Balance Sheets #
GET /v1/Portfolio/Clients/{key}/BalanceSheet/Category Balance sheets get client categories #
GET /v1/Portfolio/Clients/{key}/Bills Gets a list of bills that fall below the client with the specified key, which… #
POST /v1/Portfolio/Clients/{key}/Calculate/InceptionDate Used to calculate the appropriate inception date for the provided client #
GET /v1/Portfolio/Clients/{key}/ClientPortalRedirect Returns a 302 Redirect with the ClientPortal SSO. #
GET /v1/Portfolio/Clients/{key}/Documents Clients get blobs async #
POST /v1/Portfolio/Clients/{key}/Documents Clients create blob async #
GET /v1/Portfolio/Clients/{key}/Documents/{fileId} Gets a file for the client with the specified key and the file with the… #
PUT /v1/Portfolio/Clients/{key}/Documents/{fileId} Clients update blob async #
DELETE /v1/Portfolio/Clients/{key}/Documents/{fileId} Clients delete blob async #
GET /v1/Portfolio/Clients/{key}/Documents/{fileId}/Download Gets the raw data of the specific file with the blobId provided which is… #
PUT /v1/Portfolio/Clients/{key}/Documents/Action/MoveToClient/{clientId} Move documents to different household #
GET /v1/Portfolio/Clients/{key}/GoalTracking Returns goal summary and performance info for all accounts in the household #
GET /v1/Portfolio/Clients/{key}/Integrations/{app} Retreives the Intgration information for the specified integration partner… #
PUT /v1/Portfolio/Clients/{key}/Integrations/{app} Updates the specified Clients integration information for the specified partner… #
DELETE /v1/Portfolio/Clients/{key}/Integrations/{app} Deletes the integration information for the specified integration application… #
GET /v1/Portfolio/Clients/{key}/NetAmountInvested Gets a list of Aum data representative of the range provided for all the client… #
GET /v1/Portfolio/Clients/{key}/Performance Used to verbosely return performance. #
GET /v1/Portfolio/Clients/{key}/Performance/{grouping} Used to verbosely return performance. #
GET /v1/Portfolio/Clients/{key}/Performance/Interval Used to return interval performance. #
GET /v1/Portfolio/Clients/{key}/Performance/Interval/{grouping} Used to return interval performance. #
GET /v1/Portfolio/Clients/{key}/Performance/Summary Used to return summary performance. #
GET /v1/Portfolio/Clients/{key}/Performance/Summary/{grouping} Used to return summary performance. #
GET /v1/Portfolio/Clients/{key}/PortfolioTree Gets a tree representation of the client with the key provided. #
GET /v1/Portfolio/Clients/{key}/Registrations Gets a list of registrations that fall below the client with the specified key… #
GET /v1/Portfolio/Clients/{key}/RepSimple Gets representative simple of the client with the key provided #
GET /v1/Portfolio/Clients/{key}/RmdCalculations Clients get rmd calculations #
GET /v1/Portfolio/Clients/{key}/Simple Gets the simple client that has the provided key. #
PUT /v1/Portfolio/Clients/{key}/SSNTaxId Retrieve or update SSN for client #
GET /v1/Portfolio/Clients/{key}/Transactions Clients get transactions #
GET /v1/Portfolio/Clients/{key}/UnderlyingCounts Gets the underlying counts for the client with the specified key, which the… #
GET /v1/Portfolio/Clients/{key}/UserDefinedFields Clients get user defined fields async #
GET /v1/Portfolio/Clients/{key}/Value Gets the simple client (including aum for the end of today) that has the… #
GET /v1/Portfolio/Clients/{key}/Value/{asOfDate} Gets the simple client (including aum for the end of the date specified) that… #
PUT /v1/Portfolio/Clients/Action/Cancel Cancels the Entire household, or specified accounts within the household #
PUT /v1/Portfolio/Clients/Action/Delete Clients action delete async #
POST /v1/Portfolio/Clients/Action/ToggleRiskAlerts Clients toggle risk alerts async #
POST /v1/Portfolio/Clients/Action/ValidateRepresentatives/{clientId} Validates the representatives list for a client Sample Request POST… #
GET /v1/Portfolio/Clients/Count Returns the number of clients matching the same URI filters and OData $filter… #
GET /v1/Portfolio/Clients/Grid Gets a list of clients that the logged in user has access to. #
POST /v1/Portfolio/Clients/List Clients get list by id async #
POST /v1/Portfolio/Clients/List/Accounts Clients get account list by id async #
POST /v1/Portfolio/Clients/List/Accounts/Id Clients post V1 portfolio clients list accounts id #
POST /v1/Portfolio/Clients/List/Id Clients post V1 portfolio clients list id #
POST /v1/Portfolio/Clients/List/PortfolioTrees Clients get portfolio trees async #
POST /v1/Portfolio/Clients/ListCounts Clients get list count by id async #
PUT /v1/Portfolio/Clients/PortfolioGroupChanges Update list of portfolio group change #
GET /v1/Portfolio/Clients/PortfolioGroupChanges/{key} Gets the portfolio group change that has the provided key. #
PUT /v1/Portfolio/Clients/PortfolioGroupChanges/{key} Update portfolio group change that has the provided key. #
DELETE /v1/Portfolio/Clients/PortfolioGroupChanges/{key} Delete the portfolio group change that has the provided key #
GET /v1/Portfolio/Clients/PortfolioGroups/{key} Gets the portfolio group that has the provided key. #
GET /v1/Portfolio/Clients/PortfolioTree Gets a tree representation of the client with the key provided. #
GET /v1/Portfolio/Clients/qs Gets a list of clients returned by a Query Studio Query in the provided… #
GET /v1/Portfolio/Clients/Search/Advanced Gets a list of clients that the logged in user has access to filtered by… #
GET /v1/Portfolio/Clients/Search/Advanced/Count Gets a count of clients that the logged in user has access to filtered by… #
GET /v1/Portfolio/Clients/Simple Gets a simple list of clients that the logged in user has access to. #
POST /v1/Portfolio/Clients/Simple/List Gets a simple list of clients that match one of the keys in the provided list #
POST /v1/Portfolio/Clients/Simple/List/Id Gets a simple list of clients that match one of the keys in the provided list #
GET /v1/Portfolio/Clients/Simple/Search Gets a simple list of clients that the logged in user has access to where the… #
GET /v1/Portfolio/Clients/Simple/Search/{search} Gets a simple list of clients that the logged in user has access to where the… #
GET /v1/Portfolio/Clients/Simple/Search/LastName Gets a simple list of clients that the logged in user has access to where the… #
GET /v1/Portfolio/Clients/Simple/Search/LastName/{search} Gets a simple list of clients that the logged in user has access to where the… #
GET /v1/Portfolio/Clients/TargetAllocationGroupings Clients get target allocation groupings #
GET /v1/Portfolio/Clients/Value Gets a simple list of clients (including aum for today) that the logged in user… #
GET /v1/Portfolio/Clients/Value/{asOfDate} Gets a simple list of clients (including aum for the end of the date specified)… #
GET /v1/Portfolio/Clients/Value/{asOfDate}/Search Gets a simple list of clients (including aum for the end of the date specified)… #
GET /v1/Portfolio/Clients/Value/{asOfDate}/Search/{search} Gets a simple list of clients (including aum for the end of the date specified)… #
GET /v1/Portfolio/Clients/Value/{asOfDate}/Search/LastName Gets a simple list of clients (including aum for the end of the date specified)… #
GET /v1/Portfolio/Clients/Value/{asOfDate}/Search/LastName/{search} Gets a simple list of clients (including aum for the end of the date specified)… #
GET /v1/Portfolio/Clients/Value/Search Gets a simple list of clients (including aum for today) that the logged in user… #
GET /v1/Portfolio/Clients/Value/Search/{search} Gets a simple list of clients (including aum for today) that the logged in user… #
GET /v1/Portfolio/Clients/Value/Search/LastName Gets a simple list of clients (including aum for today) that the logged in user… #
GET /v1/Portfolio/Clients/Value/Search/LastName/{search} Gets a simple list of clients (including aum for today) that the logged in user… #
GET /v1/Portfolio/Clients/Verbose Clients get verbose #
PUT /v1/Portfolio/Clients/Verbose Update clients #
POST /v1/Portfolio/Clients/Verbose Create client #
GET /v1/Portfolio/Clients/Verbose/{key} Clients get verbose by key async #
PUT /v1/Portfolio/Clients/Verbose/{key} Clients update verbose client async #
PATCH /v1/Portfolio/Clients/Verbose/{key} Allows part of the client to be updated #
GET /v1/Portfolio/Clients/Verbose/HouseholdBills/{key} Clients get verbose household bills by key async #
POST /v1/Portfolio/Clients/Verbose/List Clients get verbose list by id #
POST /v1/Portfolio/Clients/Verbose/List/Id Clients post V1 portfolio clients verbose list id #
GET /v1/Portfolio/Clients/Verbose/New Clients get new verbose 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-portfolio-clients-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-portfolio-clients-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Clients 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-portfolio-clients-api-openapi.yml