Partner Integration

Services

• Account Group Collections

  Provides endpoints to manage account group collections of clients.

• Advisory Accounts

  Controller providing endpoints for AdvisoryAccounts

• External accounts

  Provides endpoints to manage external accounts of clients.

• Financial data

  Provides endpoints to manage financial data.

• Funding Allocation

  Provide endpoint to manage allocation funds for clients.

• InteractiveIdVerification

  InteractiveIdVerificationV1Controller

• Partner Bulk Bookings

  Provides partner bulk booking related endpoints.

• TaxData

  Controller for tax data external requests

• Update pricing

  Provides non stream price update endpoint