This is version 1.0 Draft A of the MPS Edit Model and Rebalance Standard.
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__MPS_Edit_Model_and_Rebalance_ReadMe.pdf
(81.32 KB)
MPS Edit Model and Rebalance ReadMe
Account_Resource_Guide.pdf
(151.34 KB)
Provides a technical guide of the Account Resource used in the OpenAPI Specification
Adviser_Firm_Resource_Guide.pdf
(130.69 KB)
Provides a technical guide of the Adviser Firm Resource used in the OpenAPI Specification
Asset_Resource_Guide.pdf
(206.09 KB)
Provides a technical guide of the Asset Resource used in the OpenAPI Specification
BRS_MPS_Edit_Model_and_Rebalance.pdf
(957.77 KB)
Business Requirements Summary for MPS Edit Model & Rebalance
Guide_to_Implementing_Criterion_OpenAPI_Specification.pdf
(76.59 KB)
Provides information on how Criterion intends the OpenAPI Specifications produced to be used
Individual_Adviser_Resource_Guide.pdf
(138.51 KB)
Provides a technical guide of the Individual Adviser Resource used in the OpenAPI Specification
Model_Portfolio_Resource_Guide.pdf
(253.54 KB)
Provides a technical guide of the Model Portfolio Resource used in the OpenAPI Specification
MPS_Edit_Model_and_Rebalance_API_Guide.pdf
(534.84 KB)
Provides a technical overview of fulfilling the Edit Model and Rebalance processes using the provided APIs
MPS Edit Model and Rebalance OpenAPI Specification
(74.56 KB)
Managed Portfolio Services Edit Model and Rebalance API definition
Rebalance_Resource_Guide.pdf
(279.55 KB)
Provides a technical guide of the Rebalance Resource used in the OpenAPI Specification
Regular_Savings_Plan_Resource_Guide.pdf
(140.72 KB)
Provides a technical guide of the Regular Savings Plan Resource used in the OpenAPI Specification
REST_API_Design.pdf
(155.35 KB)
Provides an overview of the technical design used in Criterion RESTful APIs