Sanctuary Wealth Advisor 통합과 자동화

다양한 솔루션을 매끄럽게 연결하세요. Workato로 워크플로를 자동화하고 효율성을 향상시켜 보세요.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

시장을 선도하는 기업들이 Workato를 사용합니다

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

Build Powerful Workflows, fast

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

Workato의 놀라운 기능

  • 사용 가능한 수천 개의 템플릿 제공
  • 지능형 자동화로 업무를 가속화하세요.
  • 더 빠르게 해보세요
  • 봇을 만들어 바로 활용하세요