Returns a list of Products within a Firm or filtered to a specific product.
Returns the standard attributes of a Product within a Firm or filtered to a specific product.
Returns all the relationships of a Product associated to an investor.
Returns a list of Investors within a Firm or filtered to a specific Investor. An investor is a unique record for the investing entity and does not represent a multitude of relationships.
Returns the enhanced set of attributes of an investor including pooled investment, cftcNfa, insurance, tax etc
Returns an investor name, unique identifier(s) and commonly requested compliance data captured for a particular investor or list of investors. Compliance data includes FATCA, Form PF, AIFMD and CPO-PQR.
Modifies a product relationship with the desired investor
Returns the collection of all reference data as it pertains to Investors, Contacts, their relationships and pending capital transaction activity.
Returns the standard set of attributes of an Investor, including Investor legal name, unique identifier, address, tax and other identifying information.
Modify attributes associated with an investor. Except the internal identifier for an investor all the attributes can be modified.
Returns the acceptable values for a specific List.
Returns all the Investor's related attributes including ERISA, FATCA, pooled investment, cftcNfa, insurance, tax etc.
Track the status of the investor creation or modification.
Track the status of the product creation or modification.
Returns the enhanced attributes of a Product within a Firm or filtered to a specific product.
Creates a product relationship with the desired investor
Create an investor within your firm with all the desired attributes. Either an investor with just the externalId and name can be created or an investor with all the attributes can be created.
Returns links between a third party and a firm, product and/or investor along with attributes specific to that relationship.
Returns a list of Products within a Firm or ﬁltered to a speciﬁc product.