Sanctuary Wealth Advisor and Sirion integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and Sirion. 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

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Sirion
  • Sirion Webhook Events Real-time
    New message event in Sirion

    • Any other trigger you can think up

Actions

Do this…

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

Sirion
  • Bulk Operation Batch
    Bulk Operation: Action in Sirion CLM
  • Create a Record
    Create a object record in Sirion CLM
  • List or Download Document
    Operation for object in Sirion CLM
  • Get Record / Retrieve Single Record
    Retrieve a object record from Sirion CLM
  • Metadata Refresh from Sirion
    Refresh metadata for object from Sirion CLM
  • Filter & Retrieve Records Bulk
    Filter & Retrieve object Records
  • Update a Record
    Update a object record in Sirion CLM
  • Upload Document
    Perform Document-Operation in Sirion CLM
  • Upsert a Record
    Upsert a object record in Sirion CLM
  • Perform Action on a Record
    Perform action on a object record in Sirion CLM

    • Any other action you can think up

One platform

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  • Speed
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