Platform Partner API Overview
Authentication
All API requests must be authenticated using OAuth 2.0. Access to our Partner APIs require a unique client id and secret, which may be provided by Asset-Map upon request.
If you are interested in developing an integration to Asset-Map please complete our online Partnership Interest Question and include “Platform Integration” as a selected area of interest. From there, a member of the Asset-Map Team will reach out to schedule a conversation.
If you are interested in developing an integration to Asset-Map please complete our online Partnership Interest Question and include “Platform Integration” as a selected area of interest. From there, a member of the Asset-Map Team will reach out to schedule a conversation.
Available Endpoints
All API requests must be authenticated using OAuth 2.0. Access to our Partner APIs require a unique client id and secret, which may be provided by Asset-Map upon request.
If you are interested in developing an integration to Asset-Map please complete our online Partnership Interest Question and include “Platform Integration” as a selected area of interest. From there, a member of the Asset-Map Team will reach out to schedule a conversation.
If you are interested in developing an integration to Asset-Map please complete our online Partnership Interest Question and include “Platform Integration” as a selected area of interest. From there, a member of the Asset-Map Team will reach out to schedule a conversation.
| Endpoint | Description | Supported Method(s) |
|---|---|---|
| Household Search | Searches an advisor's households using a query string that does a contains search on the household name and the household member’s full names. | POST |
| Household Info | Retrieves detailed information about a household, including household members and instruments. | GET |
| List Instruments | Retrieves all instruments for a household. | GET |
| Create Instruments | Creates a new instrument for the household. | POST |
| Get Instrument | Retrieves an individual instrument for the household. | GET |
| Update Instrument | Replaces instrument fields. | PUT |
| Delete Instrument | Deletes an instrument for a household. | DELETE |
| List Members | Retrieves all members for a household. | GET |
| Create Member | Creates a new member for the household. | POST |
| Get Member | Retrieves an individual member for the household. | GET |
| Update Member | Replaces member fields. | PUT |
| Delete Member | Deletes a member for a household. | DELETE |
How to Request Access & Additional Information
To request integration access:
- Complete the Partnership Interest Questionnaire.
- Select "Platform Integration".
- A member of the Asset-Map team will contact you.
When we reach out to you, you will be asked for the following information:
- Organization Name
- redirect_urls: Approved redirect URIs where users will be directed after authentication. You may provide multiple URIs, but only the ones listed will be accepted in the integration.
How to Request Access & Additional Information
- Client ID and Client Secret for use in the OAuth flow
- Authorization Host: The domain for the OAuth2 authorization endpoints, which must be securely stored upon receipt