Orion Advisor Solutions

Orion Advisor Solutions Portfolio/Sub Advisors API

The Portfolio/SubAdvisors API from Orion Advisor Solutions — 17 operation(s) for portfolio/subadvisors.

GitHub OpenAPI

Operations 21

GET /v1/Portfolio/SubAdvisors Gets a list of sub-advisors that the logged in user has access to #
GET /v1/Portfolio/SubAdvisors/{key} Gets the sub-advisor that has the provided key. #
GET /v1/Portfolio/SubAdvisors/{key}/Accounts Gets a list of accounts that fall below the sub-advisor with the specified key… #
GET /v1/Portfolio/SubAdvisors/{key}/Accounts/Value Gets a simple list of accounts (including aum for today) that fall below the… #
GET /v1/Portfolio/SubAdvisors/{key}/Accounts/Value/{asOfDate} Gets a simple list of accounts (including aum for the end of the date… #
POST /v1/Portfolio/SubAdvisors/{key}/Documents Sub advisors create blob async #
GET /v1/Portfolio/SubAdvisors/{key}/Documents/{fileId} Gets a file for the sub-advisor with the specified key and the file with the… #
PUT /v1/Portfolio/SubAdvisors/{key}/Documents/{fileId} Sub advisors update blob async #
DELETE /v1/Portfolio/SubAdvisors/{key}/Documents/{fileId} Sub advisors delete blob #
GET /v1/Portfolio/SubAdvisors/{key}/Documents/{fileId}/Download Gets the raw data of the specific file with the blobId provided which is… #
PUT /v1/Portfolio/SubAdvisors/Action/Delete Sub advisors delete #
GET /v1/Portfolio/SubAdvisors/Search Gets a list of plans that the logged in user has access to where the plan name… #
GET /v1/Portfolio/SubAdvisors/Search/{search} Gets a list of plans that the logged in user has access to where the plan name… #
GET /v1/Portfolio/SubAdvisors/Simple Sub advisors get simple #
GET /v1/Portfolio/SubAdvisors/Value Gets a simple list of sub-advisors (including aum for today) that the logged in… #
GET /v1/Portfolio/SubAdvisors/Value/{asOfDate} Gets a simple list of sub-advisors (including aum for the end of the date… #
GET /v1/Portfolio/SubAdvisors/Verbose Sub advisors get all items verbose #
POST /v1/Portfolio/SubAdvisors/Verbose Create new sub-advisor #
GET /v1/Portfolio/SubAdvisors/Verbose/{key} Sub advisors get verbose by key #
PUT /v1/Portfolio/SubAdvisors/Verbose/{key} Update sub-advisor #
GET /v1/Portfolio/SubAdvisors/Verbose/New Sub advisors generate new verbose dto #

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-subadvisors-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-subadvisors-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Portfolio/Sub Advisors 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-subadvisors-api-openapi.yml