Orion Advisor Solutions

Orion Advisor Solutions Utility/Routing API

The Utility/Routing API from Orion Advisor Solutions — 16 operation(s) for utility/routing.

GitHub OpenAPI

Operations 16

POST /v1/Utility/Routing/Trading/AssignAccounts/SleeveStrategy/{sleeveStrategyId} Assign Accounts to SleeveStrategy #
POST /v1/Utility/Routing/Trading/CreateTrade Create a trade in Eclipse #
GET /v1/Utility/Routing/Trading/Instance/{tradeInstanceId} Get TradeInstances #
POST /v1/Utility/Routing/Trading/Instances/{tradeInstanceId}/UpdateStatus Routing update eclipse instance status #
GET /v1/Utility/Routing/Trading/Instances/{tradeOrderInstanceId}/Trades Returns the trade orders from Eclipse based on an Instance ID #
POST /v1/Utility/Routing/Trading/Instances/Trades Returns the trade orders from Eclipse based on an Instance ID #
PUT /v1/Utility/Routing/Trading/Model/{modelId}/SetEditedBy Updates the last edited by on a model #
POST /v1/Utility/Routing/Trading/Model/Firm Create a model and model agg in the corresponding platform #
DELETE /v1/Utility/Routing/Trading/Model/Firm/{modelId} Delete an existing TOM or Eclipse model #
POST /v1/Utility/Routing/Trading/Model/Firm/Update Update an existing TOM or Eclipse model #
GET /v1/Utility/Routing/Trading/Platform Return the trading platform associated with the logged in rep, based on Firm… #
GET /v1/Utility/Routing/Trading/Platform/{accountId} Return the trading platform associated with the specific account #
POST /v1/Utility/Routing/Trading/Platform/Rep/{repId}/Cache Routing cache account trade platform #
GET /v1/Utility/Routing/Trading/Product Return the a list of products that contain the search term #
GET /v1/Utility/Routing/Trading/Product/Firm Returns a list of products based on platform, without restrictions #
POST /v1/Utility/Routing/Trading/RefreshAnalytics Routing refresh account analytics #

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-routing-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-routing-api-openapi.yml Raw ↑ 
openapi: 3.2.0
info:
  version: V1
  title: Orion Connect Utility/Routing 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-routing-api-openapi.yml