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

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  • 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
      Get account asset value
    • Get Account Transactions
      Sum YTD distribution transactions
    • Get Account Value
      Get account market value
    • Get Benchmark & Risk Profile
      Untested against staging
    • Get Beneficiaries (by Rep)
      Get beneficiary designations
    • Get Client Detail
      Get single client detail record
    • Get Client Registrations
      Get registrations information
    • Get Household Portfolio Cards
      Untested against staging
    • Get Performance & Allocation Summary
      Untested against staging
    • Get RMD (by Rep)
      Get RMD applicability status
    • Get Signed In User
      Returns the advisor email who signed in
    • Get Systematics (by Rep)
      Get recurring distribution instructions
    • List Accounts (Grid View)
      List all accounts
    • List Billing Clients
      Client level fee schedule and billing status
    • List Billing Schedules
      Fee schedule name and type, for manual read
    • List Clients
      List clients, plain endpoint
    • List Clients (Grid View)
      Returns the advisor client list
    • List Portfolio Assets
      Get Portfolio Assets
    • List Registrations
      Reference data, fetch once at build time
    • List Transaction Types
      Build time reference, fetch once and hard code
    • Search Accounts (Simple)
      Account search

      • 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