Introduction

The Wealth.com Advisor API allows for Advisor partners to integrate Wealth.com functionality directly into on-premiss workflows and systems not accessible to Wealth.com. A common example is a proprietary in house Custom Relationship Management Systems (CRM) or document management platforms. In addition to executing invitation workflows inside of wealth.com, webhooks are used to keep partner systems up to date regarding their clients progress and activities inside of Wealth.com.

Security / Encryption

All connections will be encrypted using TLS 1.2 or better to protect data in the request payload. A customer request for a lower TLS version will require notification of the Wealth Security Team.

Rate Limiting

The Advisor API has a per client rate limit of 10 request a second. This limit protects our system and ensure that each client receives a quick response to queries from the API. If you are experiencing rate limit errors, you can ask for a limit increase through your support representative.