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Web Service Documentation
Service: mySystem
For a formal definition, please review the
WSDL
file.
For a single page, containing all the methods, click
All Documentation
The following operations are supported:
Time
ValidateUser
Updatecompanydata
fetchcompanydata
updateverifiedbanks
updateverifiedbanksAccounts
returnbanklistdata
returnbankcodes
updatebanktransactions
changepassword
GenerateMXAccount
GenerateBankAccounts
fetchClientData
UpdateClientData
newUpdatebankdata
PostAccount
ValidateUserCommit
PostInvestmentAccount
returnbankdata
ReturnBankAccountNames
GetAuthStatusList
ReturnNetAssets
ReturnNetWorth
returnbankdataOnly
returnbanktransactionsOnly
returnInvestmentdataOnly
returninvestmenttransactionsOnly
returninvestmentSecuritiesOnly
returninvestmentHistory
returninvestmentNames
returninvestmentHistoryDetails
returnunpostedbankdataonly
getTransactionGroups
updateTransactionGroups
getTransactionTypes
getTransactionGroupsSelect
getCodeMapping
getBanks
getClients
updateCodeMapping
getAssetTypeGroups
updateAssetTypeGroups
getAssetTypes
updateAssetTypes
updateInvestmentBanks
getInvestmentBanks
getBankAccountTypes
fetchClientData
getClientData
getClientCode
getClientbankAccounts
returnbankSegmentsOnly
returnSegmentbanktransactionsOnly
returnDebtSummary
getClientOwners
updateClientOwners
updateClientbankAccounts
UpdatebankSegmentsOnly
fetchThisSegment
returnClientbanktransactionsOnly
fetchThisClientSegment
getClientbankAccountName
getFullBanks
SendImportFileData
returnInputTransactions
returnImportBankTransactionsOnly
updateimportbanktransactions
UpdateImportClientTransactions
validateImports
processImports
UpdateClientDataAdmin
getClientInterest
getTransferFrom
getTransferTo
getTransferTo
returnTransferDetails
updateTransferDetails
updateBankTransfers
updateBankTransfers
updateTransferTo
updateTransferFrom
getClientAssetHeader
getClientAssetDetails
returnClientAssetDetails
updateClientAssetHeader
getClientInvestmentsHeader
getInvestmentGroups
updateInvestmentGroups
updateInvestmentGroups
getInvestmentSubGroups
updateInvestmentSubGroups
getClientInvestmentTransactions
getClientInvestmentTransactionsDetails
getClientInvestmentTransactionsStocks
updateClientInvestmentHeader
SendImportFileData2
SendImportFileData3
deleteImports
getUnpostedInterest
updateClientInvestmentTransactions
getInvestmentRecords
updateClientInvestmentTransactionsStocks
fetchThisStock
getClientInvestmentTransactionsDetails
getStockTransactionTypes
updateStockTransactionTypes
returnProgress
returnNetWorth
returnProgressData
ValidateUser2
getNewClientList
updateNewClients
returnProgressGraph
SendExcelFileData
SendImportFileData4
createAssetsandInvestments
getCodeMappingClient
processMapping
getPostedInterest
returnClientbanktransactionsAudit
UpdateClientDataAdminDate
returnInvestmentMonthly
UpdateInvestmentMonthly
CreateInvestmentsFromMonthlyTransactions
returnProgressExcel
getCFIncomeData
updateCFIncomeData
getCFIncomeTypesData
updateCFIncomeTypesData
updateBankAccountTypes
returnClientbankSummary
getCFTaxData
updateCFTaxData
getCFReportGroupData
updateCFReportGroupsData
getCFIncomeTypesDataFilter
getCFTaxSummaryData
getCFStructureSummaryData
getCFIncomeSummaryData2
getCFStructureSummaryData2
getCFTaxSummaryData2
copycustomerStructure
ResequenceIncomeData
getClientIncomeStructure
updateClientIncomeStructure
returnProgressTest
updateClientCFIncome
getCFCarryingCharges
updateNewClients
GenerateExcelFile
getBankTransactions
getFirstAndLastCustomers
GenerateAccountStatement
Getbalances
GenerateAccountStatementV2
GenerateAccountStatementV3
updateTransactionTypes
getClientCodeEmail
UpdateClientDataAdminEmail
updateTransactionTypes
updateTransactionTypes
GenerateExcelFile
updateCodeMapping
updateTransactionTypes
updateTransactionTypes
UpdateClientDataAdmin2
postAllBalances
getFPChangeInNextWorth
updateChangeInNetWorth
getInvestmentTypes
updateInvestmentTypes
updateChangeInNetWorthCodes
returnProgressExcelNew
getCFIncomeMasterData
updateCFIncomeMasterData
getCFIncomeData2
UpdateStructureData
GenerateExcelFileDetails
getPrimeRates
UpdatePrimeRatesData
ImportExcelIncTaxData
getExtractData
fetchThisClientSegment2
getStandardImportData
updateCFIncomeDataExcel
updateCFIncomeDataExcel2
generatenewcashflow
GenerateExcelcashFlow
PullExcelcashFlow
getCFStatementTypesexcel
getCFStatementTypesexcel
updateCFIncomeDataExcel
GenerateExcelcashFlowfast
GenerateExcelcashFlowNew
UpdateExcelcashFlow
updateClientInvestmentTransactionsDetailsTrans
updateClientInvestmentTransactionsDetailsTrans
PostClientInvestmentTransactionsDetailsTrans
getCFIncomeSummaryData3
getCFIncomeSummaryData4
getRelationships
getClientImportData
GetClientImportDataTwo
getCFRentalFormData
exportNetWorthCodes
getCFIncomeSummaryData5
SelectDataRanges
getCFIncomeSummaryData6
GenerateExcelcashFlowfastCurrent