Once the POST request has been submitted, the user can keep polling this endpoint to obtain a status on the report request. Returns report dataset once the execution has been completed and data is available.
This provides the list of portfolio IDs, portfolio names, external IDs, and custodians for a specific client or firm.
Returns available list of reports that the user is entitled to view.
Kicks off the execution of desired report for the chosen portfolio and reporting periods. Returns a GET URL in the response for the user to poll and retrieve the functional data once report execution is completed.