Advisors Assistant Data API

Introduction

All requests to this API requires a valid authorization Token issued from Advisors Assistant server. The caller must first call the authentication endpoint to retrieve a valid access token. All subsequence calls to the API must contain a valid authorization token for the calls to be successful.

The token value is passed within a request header named "Authorization" with a value starting with the word "Bearer", then a space, then the authorization token, e.g. "Bearer a1b2c3d4e5f6g7".

Authorization

In order to retrieve an authorization token, the caller will need to send the following:

• Client ID
  • (REQUIRED) Grants permission to the partner application to access the Advisors Assistant Data API. Please contact Advisors Assistant for a new Client ID.
• Subscriber ID
  • (REQUIRED) Specifies that the partner application can work with a particular subscriber database on the server.
• User ID
  • (REQUIRED) The user ID that the partner application will impersonate. The API will return data based on the access right of this user.
• Password
  • (REQUIRED) The password associated with the above user ID.

In addition, the partner application also need to encrypt the authentication request before sending to Advisors Assistant Data API.