Routes and Organization

The Wealthtech API is organized into the following sections, each has a set of endpoints to interact with resources:

Account management: /v2/account-management
Billing: /v2/billing
Reporting: /v2/reporting
Core data
- Normalized, ledgerized financial institution data: /v2/data/luca
- Security reference data obtained from custodians: /v2/data/custodian/securities
User management: /v2/user-management
File sharing: /v2/file-sharing
Background Jobs: /v2/jobs
Analytics: /v2/analytics
Firms: /v2/org
Auth resources (API keys): /v2/auth

Each section of the application has a set of endpoints corresponding to resources. Each resource has an object type to make it easy to distinguish json data.

Endpoints and object types

API section	Endpoint	Object type(s)
Account management `/v2/account-management`	`/accounts`	`account_management.account`
	`/households`	`account_management.household`
	`/heldaways`	`account_management.heldaway`
Billing `/v2/billing`	`/asset-adjustments`	`billing.asset_adjustment`
	`/fee-structures`	`billing.fee_structure`
	`/groups`	`billing.group`
	`/invoices`	`billing.invoice`
	`/minimums`	`billing.minimum`
	`/reports`	`billing.report`
	`/splits`	`billing.split`
	`/fee-upload-files`	`billing.fee_upload_file`
Custodian portfolio data `/v2/data/luca`	`/buy-sells`	`data.luca.buy_sell`
	`/income-expense`	`data.luca.income_expense`
	`/transfers`	`data.luca.transfer`
	`/account-balances`	`data.luca.account_balance`
	`/household-balances`	`data.luca.household_balance`
	`/account-historical-balances`	`data.luca.account_historical_balance`
	`/household-historical-balances`	`data.luca.household_historical_balance`
	`/account-security-balances`	`data.luca.account_security_balance`
	`/household-security-balances`	`data.luca.household_security_balance`
	`/account-holdings`	`data.luca.account_holding`
	`/household-holdings`	`data.luca.household_holding`
	`/positions`	`data.luca.position`
	`/gain-loss`	`data.luca.gain_loss`
User management `/v2/user-management`	`/roles`	`user_management.role`
	`/firm-profiles`	`user_management.firm_profile`
	`/client-profiles`	`user_management.client_profile`
Analytics `/v2/analytics`	`/aum`	`analytics.aum`
Firms and organizations `/v2/org`	`/firms`	`org.firm`
Background jobs `/jobs`	`/`	`job.background_job`
Custodian security data `/v2/data/security`	`/`	`data.custodian.security`
Reporting `/v2/reporting`	`/benchmarks`	`reporting.benchmark` `reporting.benchmark_coefficient`
	`/asset-adjustments`	`billing.asset_adjustment`
	`/class-tags`	`reporting.class_tag`
	`/printable-reports`	`reporting.printable`
	`/report-settings`	`reporting.setting`
API keys `/v2/auth`	`/api-keys`	`auth.apikey`