Sanctuary Wealth Advisor and Wavity integrations and automations

Seamlessly connect Sanctuary Wealth Advisor and Wavity. 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

  • monday.svg
  • box.svg
  • hp-2.svg
  • atlassian.svg
  • cisco.png

Build Powerful Workflows, fast

Triggers

When this happens…

Wavity
  • New Ticket Created Real-time
    When a ticket is created in Wavity
  • New/updated ticket
    New or updated ticket in Wavity
  • Ticket Updated Real-time
    When a ticket is updated in Wavity

    • 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

Wavity
  • Add a note to a ticket
    Add a note to a ticket in Wavity
  • Create a ticket
    Create a ticket in Wavity
  • Get all tickets
    Get all tickets in Wavity
  • Get custom attributes
    Get custom attributes in Wavity
  • Get a customer details by ID
    Get a customer details by ID in Wavity
  • Get Metadata by Status and Priority
    Get Metadata by Status and Priority in Wavity
  • Get a organization details by ID
    Get a organization details by ID in Wavity
  • Get Summary by Status and Priority
    Get Summary by Status and Priority in Wavity
  • Get ticket details
    Get ticket details in Wavity
  • Search for a customer
    Search for a customer in Wavity
  • Search for a organization
    Search for a organization in Wavity
  • Update a customer details by ID
    Update a customer details by ID in Wavity
  • Update ticket details
    Update ticket details in Wavity

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation