Head Branch Manager

The Head Branch Manager sits between the Root Advisor and Branch Managers/Advisors, managing Advisors directly with broad read access across all client activity — portfolios, accounts, transfers, auto-payments, reports, and the chat module.

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Capabilities

• Create and manage Advisor accounts
• View all Individual and Business Owner client portfolios across managed branches
• View client accounts and balances
• View transfer requests, transfers, and auto-payments for all clients
• View client and system reports
• Access the chat module

Head Branch Managers do not configure approval settings — that is scoped to Branch Managers.

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Daily Workflow

flowchart TD
    A["Sign in\nPOST /users/public/v1/auth/signin"]
    B["View managed Advisors\nGET /branches/private/v1/advisor"]
    C{"Daily tasks"}
    C --> D["Monitor client portfolios\n(Individual + Business Owner)"]
    C --> E["Review transfers\nand transfer requests"]
    C --> F["View reports"]
    C --> G["Manage chats"]

    A --> B --> C

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Authentication

Use your organization's clientId and clientSecret to create a session. See Authentication for the full flow. Include X-Session-Id and X-Client-Id on every request.

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Managing Advisors

Head Branch Managers can create and manage Advisor accounts within their branches.

List Advisors:

GET /branches/private/v1/advisor

• Auth: Head Branch Manager access token

GET /branches/private/v1/advisor?page[number]=1&page[size]=20
Authorization: Bearer <head_branch_manager_token>

Filter by branch to see Advisors in a specific branch:

GET /branches/private/v1/advisor?filter[branchID]=eq:<branch-uuid>&page[number]=1&page[size]=20

Creating and editing Advisor accounts is covered in the full API Reference section.

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Viewing Client Portfolios

List Individual clients (all branches):

GET /branches/private/v1/individual

• Auth: Head Branch Manager access token

Get a single Individual client:

GET /branches/private/v1/individual/{id}

• Auth: Head Branch Manager access token

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Access Summary