Orion API
REST/JSON API (OrionApi) for the Orion Portfolio Accounting System, spanning Portfolio, Trading (Eclipse), Billing, Reporting, Orion Connect, Risk, Planning, Astro, Bulk Extracts, and Notification Webhooks. Credential-gated with Basic Auth token, Impersonation, OAuth, refresh-token, switch-token, and SAML 2.0 SSO schemes.
Operations 5460
Showing the first 250 of 5460. The full set is in the contract, and via get_provider_operations.
GET
/v1/Authorization/Databases
Gets a list of databases the logged in user has access to. The list includes a mark for which one the user is currently logged into.
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POST
/v1/Authorization/User
Create a new Client level user. Special permissions are required to allow client users to be created through this method. The selected user name must be unique, or an error will be
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GET
/v1/Authorization/User/AvailableToConnect/{searchText}
Gets a list of users that the current user is allowed to connect with.
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GET
/v1/Authorization/User/Databases/{key}
Gets the database that has the provided key. If the item specified doesn't exist or isn't accessible to the logged in users a 404 will be thrown.
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GET
/v1/Authorization/User/Integrations/{app}
Retreives the Intgration information for the specified integration partner application for the user that is currently logged in, or the impersonated user.
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PUT
/v1/Authorization/User/Integrations/{app}
Updates the current users integration information for the Currently logged in, or the impersonated user.
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DELETE
/v1/Authorization/User/Integrations/{app}
Deletes the integration information for the specified integration application, and for the current logged in user.
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GET
/v1/Authorization/User/Privileges/{code}
Gets the right that the logged in user has that matches the security code provided.
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POST
/v1/Authorization/User/Privileges/Codes
Gets the rights that the logged in user has that matches the security codes provided.
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PUT
/v1/Authorization/User/Reset
Marks the currently logged in user as reset, requiring a password change on next login.
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GET
/v1/Authorization/User/Rights/{securitycode}
Gets the right that the logged in user has that matches the security code provided.
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GET
/v1/Authorization/User/Rights/ObjectTypeCode/{code}
Gets the rights that the logged in user has that fall within the object type code provided.
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GET
/v1/Billing/Accounts/{key}
Gets the bill account that has the provided key. If the item specified doesn't exist or isn't accessible to the logged in users a 404 will be thrown.
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POST
/v1/Billing/Accounts/CheckPayforAccounts
check bill account paymethid indirect can't add payfor accounts
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GET
/v1/Billing/Accounts/HouseholdRecurringAdjustments
Returns recurring adjustments for household
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POST
/v1/Billing/Accounts/ImportFileFilter
Takes an xlsx or csv file as multipart content. The file needs either an "Account ID" or "Account Number" or "Household ID" or "Representative Name" or "Representative Number" colu
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POST
/v1/Billing/Accounts/List
Gets a list of bill accounts that match one of the keys in the provided list.
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POST
/v1/Billing/Accounts/List/Id
Gets a list of bill accounts that match one of the keys in the provided list.
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GET
/v1/Billing/Accounts/SimpleBillAccounts
Get a list of simple bill accounts that the logged in user has access to see. Use $top and $skip in the query string to page through the data.
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GET
/v1/Billing/Assets
Get a list of bill assets that the logged in user has access to see. The return is limited to pages of 50000. Use $top and $skip in the query string to page through the data.
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GET
/v1/Billing/Assets/{key}
Gets the bill asset that has the provided key. If the item specified doesn't exist or isn't accessible to the logged in users a 404 will be thrown.
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GET
/v1/Billing/Assets/ExcludeandPartially
Get a list of excluded & partially excluded bill assets that the logged in user has access to see. The return is limited to pages of 50000. Use $top and $skip in the query stri
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GET
/v1/Billing/Assets/HouseholdExclusions
Get all assets that have been excluded at the household level The return is limited to pages of 50000. Use $top and $skip in the query string to page through the data.
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GET
/v1/Billing/Assets/HouseholdExclusionsAll
Get all assets that have been excluded enable and disabled at the household level The return is limited to pages of 50000. Use $top and $skip in the query string to page through th
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POST
/v1/Billing/Assets/List
Gets a list of bill assets that match one of the keys in the provided list.
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POST
/v1/Billing/Assets/List/Id
Gets a list of bill assets that match one of the keys in the provided list.
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GET
/v1/Billing/Assets/SecurityClassificationExclusions
Get all security class exclusions for the Exclusions page. Requires split opex_Billing_UseNewSecurityClass_19909. Returns local security classes excluded from fees and payouts.
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GET
/v1/Billing/BillCompareDashboard/Note/{key}
Gets the note that has the provided key. If the item specified doesn't exist or isn't accessible to the logged in users a 404 will be thrown.
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POST
/v1/Billing/BillGenerator/Action/RecalcRepSplit
recalculate payables by spliting rep bill by percentage setup thru history
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GET
/v1/Billing/BillGenerator/BillAccountItems/BillAccountAdj/{key}
Retrieves bill account item adjustments by BillAccountItem key
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PUT
/v1/Billing/BillGenerator/BillAccountItems/BillAccountAdj/edit/{billAccountItemId}
This operation will add/update/delete Bill Account Adjustments. It takes three parameters billAccountItemId (required), adjustments(required), cancellationToken(required) & opt
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GET
/v1/Billing/BillGenerator/BillAccountItems/PayableItems/{key}
Retrieves PayableItems by BillAccountItem key
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GET
/v1/Billing/BillGenerator/BillAccountItems/PayableItems/PayableItemAdjustment/{key}
Retrieves Payable Item adjustments by Payable Item key
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PUT
/v1/Billing/BillGenerator/BillAccountItems/PayableItems/PayableItemAdjustment/edit/{payableId}
This operation will add/update/delete payable adjustments. It takes three parameters payableId (required), payableAdjs(required) and cancellationToken(required)
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GET
/v1/Billing/BillGenerator/BillItemsOptimize
Call the v1/Billing/BillGenerator/BillItems endpoint instead.
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POST
/v1/Billing/BillGenerator/Instance/{key}/ClientList/Grid
Get Bill Instance Clients by client Ids
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GET
/v1/Billing/BillingCompare/instance
This operation will compare account items between two bill instances
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GET
/v1/Billing/BillingCompare/instance/new
Enhanced billing compare that returns both Receivables and Payables data with warnings and filtering
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GET
/v1/Billing/BillProductGroup/{key}/Grid
Returns Bill Product Groups Details by Bill Product Group ID for a grid
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GET
/v1/Billing/Bills
Get a list of bills that the logged in user has access to see. The return is limited to pages of 50000. Use $top and $skip in the query string to page through the data.
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GET
/v1/Billing/Bills/{key}
Gets the bills that has the provided key. If the item specified doesn't exist or isn't accessible to the logged in users a 404 will be thrown.
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GET
/v1/Billing/Bills/{key}/Log
Get bill log that has the provided key. If the item specified doesn't exist or isn't accessible to the logged in users a 404 will be thrown.
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GET
/v1/Billing/Bills/{key}/Simple
Gets the simple bill that has the provided key. If the item specified doesn't exist or isn't accessible to the logged in users a 404 will be thrown.
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POST
/v1/Billing/Bills/List
Gets a list of bill assets that match one of the keys in the provided list.
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POST
/v1/Billing/Bills/List/Id
Gets a list of bill assets that match one of the keys in the provided list.
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GET
/v1/Billing/Bills/Simple
Gets a simple list of bills that the logged in user has access to. The return is limited to pages of 50000. Use $top and $skip in the query string to page through the data.
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POST
/v1/Billing/Bills/Simple/List
Gets a simple list of bill that match one of the keys in the provided list.
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POST
/v1/Billing/Bills/Simple/List/Id
Gets a simple list of bill that match one of the keys in the provided list.
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POST
/v1/Billing/Bills/ValidateAccPayments
Returns a list of BillIds for instances where a Household account was making payments to other Household accounts.
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POST
/v1/Billing/BillScheduleElementRestrictions
Accepts a Broker Dealers Fee Restriction and writes it into the table.
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PUT
/v1/Billing/BillScheduleElementRestrictions/Action/Delete
Deletes a list of Broker Dealers Fee Restrictions .
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PUT
/v1/Billing/BillScheduleElementRestrictions/list
Accepts a list of Broker Dealers Fee Restrictions and writes them into the table.
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GET
/v1/Billing/BillTransmitMethods
Get a list of BillTransmitMethods that the logged in user has access to see.
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GET
/v1/Billing/BillTransmitMethods/{key}
Gets the BillTransmitMethod that has the provided key. If the item specified doesn't exist or isn't accessible to the logged in users a 404 will be thrown.
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GET
/v1/Billing/BillTransmitMethods/Simple
Get a simple list of BillTransmitMethods that the logged in user has access to see.
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GET
/v1/Billing/Clients
Get a list of billing clients that the logged in user has access to see. The return is limited to pages of 60000. Use $top and $skip in the query string to page through the data.
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GET
/v1/Billing/Clients/{key}
Gets the client that has the provided key. If the item specified doesn't exist or isn't accessible to the logged in users a 404 will be thrown.
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GET
/v1/Billing/Clients/{key}/RelatedAccounts
Gets a list of related accounts. Related accounts are accounts that fall below the client with the specified key or fall below another client which is related to the client with th
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POST
/v1/Billing/Clients/List
Gets a list of bill clients that match one of the keys in the provided list.
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POST
/v1/Billing/Clients/List/Id
Gets a list of bill clients that match one of the keys in the provided list.
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GET
/v1/Billing/Consolidation/ReceiveableSummary
Obsolete. This endpoint is no longer valid and will be removed 7/11/2024. New endpont is /Billing/CashFunding.
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GET
/v1/Billing/FinalBills/CreateBillInstance/{key}
Actually create the bill instance from the final bill instance session.
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GET
/v1/Billing/FinalBills/GetFinalBillInstanceItemAccounts/{key}
Gets a list of final bill instance items accounts by the final bill instance id
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POST
/v1/Billing/FinancialPlanningFee/Action/Instance/{clientId}/{feeTypeId}
Get a list of financial planning fees using a household id
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POST
/v1/Billing/FinancialPlanningFee/CreateBluePayPayment
Generate BluePay payments by taking a list of bill ids and submitting to BluePayPaymentsAccess
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GET
/v1/Billing/FinancialPlanningFee/List/{householdId}
Get a list of financial planning fees using a household id
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POST
/v1/Billing/GenerateMockBills
Generate Mock Bills for a date, renewals for pre-billing review
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GET
/v1/Billing/Hierarchy/BillEntity/Search/{search}
Searches fee hierarchy records by bill entity.
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GET
/v1/Billing/Hierarchy/Consolidation/{entity}/Search
Get fee hierarchy records for search criteria.
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GET
/v1/Billing/Hierarchy/Consolidation/{entity}/Search/{search}
Get fee hierarchy records for search criteria.
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POST
/v1/Billing/Hierarchy/Consolidation/Accounts/Search
Get fee hierarchy account records by search criteria
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GET
/v1/Billing/Hierarchy/Consolidation/Search/{search}
Get fee hierarchy records for search criteria.
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GET
/v1/Billing/Hierarchy/CustodianCount
Get counts of custodians given a specific fee hierarchy level/id
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GET
/v1/Billing/Hierarchy/Default
Get a fee hierarchy record with default values, for use in creating a new record. Does not add the new record.
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Documentation
📖
Documentation
https://developers.orionadvisor.com/quick-start/
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Documentation
https://developers.orionadvisor.com/guides/
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APIReference
https://api.orionadvisor.com/api/swagger/ui/index
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GettingStarted
https://developers.orionadvisor.com/quick-start/
Specifications
Other Resources
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Webhooks
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/asyncapi/orion-advisor-solutions-webhooks.yml
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Overlay
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/overlays/orion-advisor-solutions-orion-connect-overlay.yaml
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APIsJSON
https://raw.githubusercontent.com/api-evangelist/orion-advisor-solutions/refs/heads/main/apis.yml