Advisory firm reports
Cross-client reporting for advisory firms.
5 endpoints.
- GET
/api/v1/advisory-firms/{firm_id}/reportsList available firm reports - GET
/api/v1/advisory-firms/{firm_id}/reports/client-open-itemsGet open client items - GET
/api/v1/advisory-firms/{firm_id}/reports/portfolio-overviewGet portfolio overview - GET
/api/v1/advisory-firms/{firm_id}/reports/work-queueGet work queue - GET
/api/v1/advisory-firms/{firm_id}/reports/{report_name}Generate firm report