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API Endpoints

GET

Report

/reports

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.

GET

Portfolio Metadata

/reports/portfoliometadata

This provides the list of portfolio IDs, portfolio names, external IDs, and custodians for a specific client or firm.

POST

Reports

/reports

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.

GET

Report Metadata

/reports/metadata

Returns available list of reports that the user is entitled to view.

Documents