advisory-firm-reports
Cross-client reporting for advisory firms.
4 endpoints.
-
GET
/api/v1/advisory-firms/{firm_id}/reportsList available firm reports -
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