Welcome to the reference documentation for the AdvisorFlow REST API.

In this guide we'll outline the single resource available in this API, Clients, presenting its different endpoints with descriptions, parameters and code examples.

Instructions for authorization can be found here.

Clients

The Clients API allows authenticated advisors to fetch their AdvisorFlow client list and full client data, pulling it seamlessly and securely into the other software they use.

Client data — consisting of detailed personal and financial information about an advisor’s client collected through AdvisorFlow surveys — remains confidential at all times. When accessed by an advisor through the Clients API, this data becomes available for the advisor to analyze and work with in compatible software.

This can be leveraged to automate what would otherwise be a lengthy process of data entry for advisors using multiple software applications to optimize and enhance their workflow.

With the Clients API, you can:

• Get your client list
• Get data about a client
• Update data for a client
• Delete a client