Purpose: This Article will provide steps on how to SSO to specific pages within Advisor Portal. Simple Use Case: You would like users to land on commonly used pages when…
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Purpose: Reports that are run and stored as part of a quarterly or month end process can be retrieved from the client document endpoint. These may then be presented to…
Purpose: Data produced by the proposal features in Orion’s Advisor Portal (Element) can be reviewed and downloaded through the API. This includes current and previous versions of a proposal. Simple…
Purpose: Creating and updating a prospect in the Advisor Portal (Element) for use with the New Account and Proposal process from outside of Element. This would allow you to gather…
Purpose: API calls to the Advisor Portal (Element) platform must be made using an unique token acquired in addition to an Orion Connect token. Simple Use Case: Firm was to…