Orion Advisor Solutions

Orion Advisor Solutions Reporting/Widgets API

The Reporting/Widgets API from Orion Advisor Solutions — 40 operation(s) for reporting/widgets.

GitHub OpenAPI

Operations 52

GET /v1/Reporting/Widgets Widgets get #
GET /v1/Reporting/Widgets/DataEngine/{key}/Download/{filename} Dashboard data engine download pdf async #
GET /v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/beneficiaries Method to get registration beneficiaries for a account #
GET /v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/IndexedAnnuities Dashboard data engine get account indexed annuities async #
GET /v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/InsightDocuments Method to get insight documents for the account. #
POST /v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/InsightDocuments Method to create insight documents for the account #
GET /v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/InsightDocuments/{fileId} Method to get insight document for the account. #
PUT /v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/InsightDocuments/{fileId} Method to update insight document for the account #
DELETE /v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/InsightDocuments/{fileId} Method to delete insight document for the account #
GET /v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/RmdCalculations Method to get RMD calculation for the account #
GET /v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/Suitabilitys Method to get suitabilitys for the account #
GET /v1/Reporting/Widgets/DataEngine/Accounts/{accountId}/Systematics Dashboard data engine get account systematics #
POST /v1/Reporting/Widgets/DataEngine/Action/SaveToPDF Dashboard data engine save to PDF async #
GET /v1/Reporting/Widgets/DataEngine/Advisor/AUM Dashboard data engine get advisor AUM #
GET /v1/Reporting/Widgets/DataEngine/Advisor/AUM/Detail Dashboard data engine get advisor AUM detail #
GET /v1/Reporting/Widgets/DataEngine/Advisor/InsightDocuments Method to get insight documents for the advisor #
POST /v1/Reporting/Widgets/DataEngine/Advisor/InsightDocuments Method to create insight document for the advisor #
GET /v1/Reporting/Widgets/DataEngine/Advisor/InsightDocuments/{fileId} Method to get insight document for the advisor #
PUT /v1/Reporting/Widgets/DataEngine/Advisor/InsightDocuments/{fileId} Method to update insight document for the advisor #
DELETE /v1/Reporting/Widgets/DataEngine/Advisor/InsightDocuments/{fileId} Method to delete insight document for the advisor #
GET /v1/Reporting/Widgets/DataEngine/AUM Dashboard data engine get aum #
GET /v1/Reporting/Widgets/DataEngine/Clients/{clientId}/beneficiaries Method to get registration beneficiaries for aclient #
GET /v1/Reporting/Widgets/DataEngine/Clients/{clientId}/IndexedAnnuities Dashboard data engine get client indexed annuities async #
GET /v1/Reporting/Widgets/DataEngine/Clients/{clientId}/InsightDocuments Method to get insight document for the client. #
POST /v1/Reporting/Widgets/DataEngine/Clients/{clientId}/InsightDocuments Method to create insight document for the client #
GET /v1/Reporting/Widgets/DataEngine/Clients/{clientId}/InsightDocuments/{fileId} Method to get insight document for the client. #
PUT /v1/Reporting/Widgets/DataEngine/Clients/{clientId}/InsightDocuments/{fileId} Method to update insight document for the client #
DELETE /v1/Reporting/Widgets/DataEngine/Clients/{clientId}/InsightDocuments/{fileId} Method to delete insight document for the client #
GET /v1/Reporting/Widgets/DataEngine/Clients/{clientId}/RmdCalculations Method to get RMD calculation for each account of a client #
GET /v1/Reporting/Widgets/DataEngine/Clients/{clientId}/Suitabilitys Method to get suitabilitys for each account of a client #
GET /v1/Reporting/Widgets/DataEngine/Clients/{clientId}/Systematics Dashboard data engine get client systematics #
GET /v1/Reporting/Widgets/DataEngine/NewClosedAccounts Dashboard data engine get #
GET /v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/beneficiaries Method to get registration beneficiaries for a registration #
GET /v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/IndexedAnnuities Dashboard data engine get registration indexed annuities async #
GET /v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/InsightDocuments Method to get insight documents for the registration. #
POST /v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/InsightDocuments Method to create insight document for the registration #
GET /v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/InsightDocuments/{fileId} Method to get insight document for the registration. #
PUT /v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/InsightDocuments/{fileId} Method to update insight document for the registration #
DELETE /v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/InsightDocuments/{fileId} Method to delete insight document for the registration #
GET /v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/RmdCalculations Method to get RMD calculation for each account of a registration #
GET /v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/Suitabilitys Method to get suitabilitys for each account of a registration #
GET /v1/Reporting/Widgets/DataEngine/Registrations/{registrationId}/Systematics Dashboard data engine get registration systematics #
GET /v1/Reporting/Widgets/DataEngine/Rep/{repId}/AUM Dashboard data engine get rep AUM #
GET /v1/Reporting/Widgets/DataEngine/Rep/{repId}/AUM/Detail Dashboard data engine get rep AUM detail #
POST /v1/Reporting/Widgets/DataEngine/Representative/AccountStatusSummary Dashboard data engine get data for account status summary tile #
POST /v1/Reporting/Widgets/DataEngine/Representative/AdvisoryFeeReport Dashboard data engine get rep advisory fee reports async #
POST /v1/Reporting/Widgets/DataEngine/Representative/AUM Dashboard data engine get rep AUM over time #
POST /v1/Reporting/Widgets/DataEngine/Representative/Holding/Group/{group} Dashboard data engine get rep holding #
POST /v1/Reporting/Widgets/DataEngine/Representative/Payout Dashboard data engine get rep payout async #
POST /v1/Reporting/Widgets/DataEngine/Representative/Performance/Group/{group} Dashboard data engine get top ten performance #
GET /v1/Reporting/Widgets/DataEngine/Reps/{repId}/RmdSummary Dashboard data engine get rep rmd summary #
GET /v1/Reporting/Widgets/Grouped Widgets get grouped #

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-reporting-widgets-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-reporting-widgets-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Reporting/Widgets 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-reporting-widgets-api-openapi.yml