Advyzon
Advyzon is a bi-directional portfolio management platform integration that imports client data and pushes reports back to the platform.
Overview
Section titled “Overview”| Attribute | Value |
|---|---|
| Integration Type | Portfolio Management |
| Authentication | OAuth 2.0 with JWT client assertion (RS256) |
| Data Flow | Bidirectional |
| Developer | Kewei Yan |
| Cron Owner | kewei.yan |
Data Flow
Section titled “Data Flow”Inbound (Advyzon → RightCapital)
Section titled “Inbound (Advyzon → RightCapital)”- Households with members
- Investment accounts
- Insurance accounts
- Holdings with security matching
Outbound (RightCapital → Advyzon)
Section titled “Outbound (RightCapital → Advyzon)”- PDF reports
- Household ID mappings
Authentication
Section titled “Authentication”Uses JWT client assertion with RS256 signing:
- Advisor email as subject
- Signed with private key
- Token endpoint:
/oauth/token
API Endpoints
Section titled “API Endpoints”| Endpoint | Purpose |
|---|---|
/api/search/jsonp?obj=clijs&q=<query> |
Lazy loading household search |
/apis/3/plans/<id> |
Get household with full data |
/apis/2/partners/rc/reports/clients/<id> |
Upload PDF reports |
/apis/3/partners/rc/client_mappings |
Push household ID mappings |
Account Type Mapping
Section titled “Account Type Mapping”Supports comprehensive account types: Trust, UTMA, IRA variants, 401k, HSA, 529, Annuity, and more.
Security Matching
Section titled “Security Matching”Uses Morningstar secid for holding security lookup.
Code Locations
Section titled “Code Locations”| Component | Path |
|---|---|
| Connector | retail-api/app/Integrations/Advyzon/Connector.php |
| Integrator | retail-api/app/Integrations/Advyzon/Integrator.php |
| Models | retail-api/app/Integrations/Advyzon/Models/ |
Related
Section titled “Related”- Orion - Similar portfolio management integration