Orion Advisor Solutions

Orion Advisor Solutions Utility/Groupings API

The Utility/Groupings API from Orion Advisor Solutions — 10 operation(s) for utility/groupings.

GitHub OpenAPI

Operations 14

GET /v1/Utility/Groupings Grouping views get #
GET /v1/Utility/Groupings/{key} Grouping views get by key async #
GET /v1/Utility/Groupings/AccessPerson Returns list of representative for grouping view #
GET /v1/Utility/Groupings/Accounts Returns list of account for grouping view #
POST /v1/Utility/Groupings/Accounts Returns list of account for grouping view #
PUT /v1/Utility/Groupings/Action/Refresh Grouping views action refresh async #
GET /v1/Utility/Groupings/Clients Returns list of clients for grouping view #
POST /v1/Utility/Groupings/Clients Returns list of clients for grouping view #
GET /v1/Utility/Groupings/Entities Returns a list of entities that have dynamic groups associated to them #
GET /v1/Utility/Groupings/Registrations Returns list of registration for grouping view #
POST /v1/Utility/Groupings/Registrations Returns list of registration for grouping view #
GET /v1/Utility/Groupings/Representatives Returns list of representative for grouping view #
POST /v1/Utility/Groupings/Representatives Returns list of representative for grouping view #
GET /v1/Utility/Groupings/Simple Grouping views get simple #

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-utility-groupings-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-utility-groupings-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Utility/Groupings 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-utility-groupings-api-openapi.yml