Sanctuary Wealth Advisor との統合と自動化

Sanctuary Wealth Advisor を他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

評価

4.9

事前構築済み

150+

統合

合計

100+

アクティブユーザー

平均

2分

接続まで

カスタム接続

利用可能

HTTPコネクター経由で利用可能

主要企業が Workato を活用

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

  • Sanctuary Wealth Advisor と自社製品を接続したいですか？

    Workato Embedded プラットフォームを活用し、1200以上の事前構築済みコネクターへアクセス可能です。
    詳しく見る

    • 強力なワークフローを迅速に構築

    Actions

    Do this…

    Sanctuary Wealth Advisor
    • Get Account Asset Values
      Holdings for one account, with a cash subtotal
    • Get Account Assets
      List of assets within the account
    • 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 (Search / Advanced)
      Advanced client search - Orion filters by name/rep itself. No top/skip: this is a search, not a paged tenant dump - use List Clients (Grid View) for bulk paging.
    • 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

    単一のプラットフォーム

    • 強力
    • 俊敏性
    • スピード
    • 革新