Sanctuary Wealth Advisor integrations and automations

Seamlessly connect Sanctuary Wealth Advisor with other tools. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

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    Actions

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    Sanctuary Wealth Advisor
    • Get Account Asset Values
      Holdings for one account, with a cash subtotal
    • Get Account Transactions
      Transactions in a date range, with a withdrawal subtotal
    • Get Account Value
      Market value for one account, current or as of a date
    • Get Benchmark & Risk Profile
      Household risk and benchmark figures. Response shape unverified
    • Get Beneficiaries (by Rep)
      Beneficiaries for a rep, filtered to account IDs
    • Get Client Detail
      One client record. Verbose adds portfolio and household members
    • Get Client Registrations
      Registrations for one client
    • Get Household Portfolio Cards
      Household performance cards. Response shape unverified
    • Get Performance & Allocation Summary
      Household performance and allocation. Response shape unverified
    • Get RMD (by Rep)
      RMD figures for a rep, filtered to account IDs
    • Get Signed In User
      Advisor identity, read from Orion on every call
    • Get Systematics (by Rep)
      Systematic distributions for a rep, filtered to account IDs
    • List Accounts (Grid View)
      Accounts with client and household join keys
    • List Billing Clients
      Client level fee schedule and billing status
    • List Billing Schedules
      Fee schedule names and types. Rates are free text - never parse them
    • List Clients
      Clients from the plain route. Use the Grid view if this 404s
    • List Clients (Grid View)
      Client list. The reliable one - start here
    • List Portfolio Assets
      Holdings for a set of account IDs
    • List Registrations
      Registration reference list. Fetch once at build time
    • List Transaction Types
      Transaction type IDs. Fetch once, then hard code the withdrawal IDs
    • Search Accounts (Simple)
      Find accounts by name, number, or client ID

      • Any other action you can think up

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