Purpose: While the API provides several ways to query an entire list of a specific entity type, often being able search for a specific client, account, or even report can…

https://oas.force.com/BrinkerSupport/s/article/Orion-Mapping-to-Orion-Planning The below mapping information provides the data sync from Orion Connect to Orion Planning. When reviewing these fields, always reference this table to ensure you are looking in the…

Orion Connect The core Orion Connect data model was designed around the original purposes of the Orion platform for portfolio management and performance reporting. This data model still provides the…

FUSE Notification Platform See Also:Test page (look for the fuse icon on the left): https://testapi.orionadvisor.com/api/index.html Allow Orion to register a webhook for a user. This is where Orion needs your help! We ask that…