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
Do this…
Sanctuary Wealth Advisor
- Get Account Asset ValuesGet account asset value
- Get Account TransactionsSum YTD distribution transactions
- Get Account ValueGet account market value
- Get Benchmark & Risk ProfileUntested against staging
- Get Beneficiaries (by Rep)Get beneficiary designations
- Get Client DetailGet single client detail record
- Get Client RegistrationsGet registrations information
- Get Household Portfolio CardsUntested against staging
- Get Performance & Allocation SummaryUntested against staging
- Get RMD (by Rep)Get RMD applicability status
- Get Signed In UserReturns the advisor email who signed in
- Get Systematics (by Rep)Get recurring distribution instructions
- List Accounts (Grid View)List all accounts
- List Billing ClientsClient level fee schedule and billing status
- List Billing SchedulesFee schedule name and type, for manual read
- List ClientsList clients, plain endpoint
- List Clients (Grid View)Returns the advisor client list
- List Portfolio AssetsGet Portfolio Assets
- List RegistrationsReference data, fetch once at build time
- List Transaction TypesBuild time reference, fetch once and hard code
- Search Accounts (Simple)Account search
Any other action you can think up
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