Accounts

Field Reference Table

Field(Payload)	Field(Response)	Label	Type	Length
`id`	`account_id`	Account ID	id	18
`type`	`account_type`	Account Type	picklist	255
`ack_id__c`	`ack_id__c`	Acknowledgment ID	string	255
`accounts_merged_description__c`	`accounts_merged_description__c`	Accounts Merged Description	textarea	32768
`active_draft_trial__c`	`active_draft_trial__c`	Active Draft Trial	picklist	255
`alternative_platform_description__c`	`alternatives_platform_description_c`	Alternatives Platform Description	textarea	130000
`asset_class__c`	`asset_class__c`	Asset Class	picklist	255
`asset_classes__c`	`asset_classes__c`	Asset Classes	multipicklist	4099
`assets_boy__c`	`assets_boy__c`	Assets BOY	currency	0
`average_ticket_size__c`	`average_ticket_size__c`	Average Ticket Size	currency	0
`bank_loans__c`	`bank_loans__c`	Bank Loans	picklist	255
`billingcity`	`billing_address_city`	Billing City	string	40
`billingcountry`	`billing_address_country`	Billing Country	string	80
`billingpostalcode`	`billing_address_postalcode`	Billing Postal Code	string	20
`billingstate`	`billing_address_state`	Billing State	string	80
`billingstreet`	`billing_address_street`	Billing Street	textarea	255
`billinglatitude`	`billinglatitude`	Billing Latitude	double	0
`billinglongitude`	`billinglongitude`	Billing Longitude	double	0
`board_meeting_notes__c`	`board_meeting_notes__c`	Board Meeting Notes	textarea	131072
`cit_usage__c`	`cit_usage__c`	CIT Usage	picklist	255
`cmbs__c`	`cmbs__c`	CMBS	picklist	255
`co_investments__c`	`co_investments__c`	Co-Investments	picklist	255
`convertibles__c`	`convertibles__c`	Convertibles	picklist	255
`copyright__c`	`copyright__c`	Copyright	string	255
`core_bonds__c`	`core_bonds__c`	Core Bonds	picklist	255
`crd__c`	`crd_number_c`	CRD Number	string	18
`cryptocurrency__c`	`cryptocurrency__c`	Cryptocurrency	picklist	255
`current_searches__c`	`current_searches__c`	Current Searches	url	255
`custodian_s__c`	`custodian_s__c`	Custodian(s)	multipicklist	4099
`createddate`	`date_entered`	Date Entered	date	0
`lastmodifieddate`	`date_modified`	Date Modified	date	0
`date_received__c`	`date_received__c`	Date Received	date	0
`dc_consultant_name__c`	`dc_consultant_name__c`	DC Consultant Name	string	1300
`dc_consultant__c`	`dc_consultant__c`	DC Consultant	reference to: Account	18
`description`	`description`	Account Description	textarea	32000
`aum__c`	`dft_aum_c`	Default AUM	currency	0
`discretionary_assets__c`	`discretionary_assets__c`	Discretionary Assets	currency	0
`ein__c`	`ein__c`	EIN	string	20
`emerging_manager_program__c`	`emerging_manager_program__c`	Emerging Manager Program	picklist	255
`emerging_market_bonds__c`	`emerging_market_bonds__c`	Emerging Market Bonds	picklist	255
`emerging_market_equities__c`	`emerging_market_equities__c`	Emerging Market Equities	picklist	255
`etf_usage__c`	`etf_usage__c`	ETF Usage	picklist	255
`ebitda_range_from__c`	`ebitda_range_from__c`	EBITDA Range From	currency	0
`ebitda_range_to__c`	`ebitda_range_to__c`	EBITDA Range To	currency	0
`ev_range__c`	`ev_range__c`	EV Range	string	255
`ev_valuation_range_from__c`	`ev_valuation_range_from__c`	EV Valuation Range From	currency	0
`ev_valuation_range_to__c`	`ev_valuation_range_to__c`	EV Valuation Range To	currency	0
`external_manager_link__c`	`external_manager_link__c`	External Manager Link	url	255
`firm_commentary__c`	`firm_commentary__c`	Firm Commentary	textarea	131072
`fof__c`	`fof__c`	Feeder Funds	picklist	255
`form_5500_pdf__c`	`form_5500_pdf__c`	Form 5500 PDF	string	1300
`form_adv_part_2a_brochure__c`	`form_adv_part_2a_brochure__c`	Form ADV Part 2A Brochure	url	255
`general_consultant_2_name__c`	`general_consultant_2_name__c`	General Consultant 2 Name	string	1300
`general_consultant_2__c`	`general_consultant_2__c`	General Consultant 2	reference to: Account	18
`general_consultant_name__c`	`general_consultant_name__c`	Consultant 1 Name	string	1300
`general_consultant__c`	`general_consultant__c`	General Consultant	reference to: Account	18
`geography__c`	`geography__c`	Geography	picklist	255
`global_equities__c`	`global_equities__c`	Global Equities	picklist	255
`government_bonds__c`	`government_bonds__c`	Government Bonds	picklist	255
`hedge_fof__c`	`hedge_fof__c`	Hedge FOF	picklist	255
`hedge_fund_consultant_name__c`	`hedge_fund_consultant_name__c`	Hedge Fund Consultant Name	string	1300
`hedge_fund_consultant__c`	`hedge_fund_consultant__c`	Hedge Fund Consultant	reference to: Account	18
`hedge_funds__c`	`hedge_funds__c`	Hedge Funds	picklist	255
`high_yield_bonds__c`	`high_yield_bonds__c`	High Yield Bonds	picklist	255
`industry_1__c`	`industry_1__c`	Industry 1	picklist	255
`industry_focus__c`	`industry_focus__c`	Industry Focus	picklist	255
`industry__c`	`industry__c`	Industry	picklist	255
`international_equities__c`	`international_equities__c`	International Equities	picklist	255
`invests_in_impact_sri_or_esg__c`	`invests_in_impact_sri_or_esg__c`	Invests in Impact, SRI or ESG	picklist	255
`investment_focus_single__c`	`investment_focus_single__c`	Investment Focus Single	picklist	255
`investment_policy_statement__c`	`investment_policy_statement__c`	Investment Policy Statement	url	255
`investment_interest__c`	`investment_interest__c`	Investment Interest	textarea	255
`platform_description__c`	`investment_platform_des_c`	Investment Platform Description	textarea	130000
`investments_page__c`	`investments_page__c`	Investments Page	url	255
`investments_team_page__c`	`investments_team_page__c`	Investments Team Page	url	255
`x100_marketplace__c`	`is_archived_c`	Is Archived	picklist	255
`large_cap_equities__c`	`large_cap_equities__c`	Large Cap Equities	picklist	255
`check_size_from__c`	`check_size_from__c`	Check Size From	currency	0
`check_size_to__c`	`check_size_to__c`	Check Size To	currency	0
`lid__linkedin_company_id__c`	`lid__linkedin_company_id__c`	LinkedIn Company ID	string	255
`linkedin__c`	`linkedin__c`	LinkedIn	url	255
`liquid_alternatives__c`	`liquid_alternatives__c`	Liquid Alternatives	picklist	255
`lp_power_user__c`	`lp_power_user__c`	LP Power User	picklist	255
`lp_usage__c`	`lp_usage__c`	LP Usage	picklist	255
`main_page__c`	`main_page__c`	Main Page	url	255
`manager_presentation__c`	`manager_presentation__c`	Manager Presentation	url	255
`marketplace_searches__c`	`marketplace_searches__c`	Marketplace Searches	url	255
`mbs__c`	`mbs__c`	MBS	picklist	255
`metroarea__c`	`metroarea__c`	Metro Area	reference to: Metro_Area__c	18
`micro_cap_us_equities__c`	`micro_cap_us_equities__c`	Micro Cap US Equities	picklist	255
`mid_cap_equities__c`	`mid_cap_equities__c`	Mid Cap Equities	picklist	255
`minicipal_bonds__c`	`minicipal_bonds__c`	Municipal Bonds	picklist	255
`models__c`	`models__c`	Models	picklist	255
`mutual_fund_family_name__c`	`mutual_fund_family_name__c`	Mutual Fund Family Name	string	50
`mutual_fund_usage__c`	`mutual_fund_usage__c`	Mutual Fund Usage	picklist	255
`name`	`name`	Account Name	string	255
`news_page__c`	`news_page__c`	News Page	url	255
`non_discretionary_assets__c`	`non_discretionary_assets__c`	Non-Discretionary Assets	currency	0
`not_synced_with_fuse__c`	`not_synced_with_fuse__c`	Not Synced with Fuse	picklist	255
`number_of_qps__c`	`number_of_qps__c`	# of QPs	double	0
`ocio_business__c`	`ocio_business__c`	OCIO Business	picklist	255
`of_employees__c`	`of_employees__c`	# of Employees	double	0
`opportunity_description__c`	`opportunity_description__c`	Opportunity Description	textarea	131072
`ownership_type__c`	`ownership_type__c`	Ownership Type	picklist	255
`parentid`	`parentid`	Parent Account ID	reference to: Account	18
`parent_account__c`	`parent_account__c`	Parent Account	reference to: Account	18
`participants_eoy__c`	`participants_eoy__c`	Participants EOY	double	0
`phone`	`phone_office`	Office Phone	phone	40
`plan_codes__c`	`plan_codes__c`	Plan Codes	string	50
`plan_type__c`	`plan_type__c`	Plan Type	picklist	255
`plan_year__c`	`plan_year__c`	Plan Year	string	4
`pn__c`	`pn__c`	PN	string	4
`port_co_verified__c`	`port_co_verified__c`	Portco Verified	picklist	255
`preferred_investment_vehicle__c`	`preferred_investment_vehicle__c`	Preferred Investment Vehicle	picklist	255
`private_credit_consultant_name__c`	`private_credit_consultant_name__c`	Private Credit Consultant Name	string	1300
`private_credit_consultant__c`	`private_credit_consultant__c`	Private Credit Consultant	reference to: Account	18
`private_credit__c`	`private_credit__c`	Private Credit	picklist	255
`private_equity_average_ticket_size__c`	`private_equity_average_ticket_size__c`	Private Equity Average Ticket Size	currency	0
`private_equity_consultant_name__c`	`private_equity_consultant_name__c`	Private Equity Consultant Name	string	1300
`private_equity_consultant__c`	`private_equity_consultant__c`	Private Equity Consultant	reference to: Account	18
`private_equity_fof__c`	`private_equity_fof__c`	Private Equity FOF	picklist	255
`private_equity__c`	`private_equity__c`	Private Equity	picklist	255
`private_real_estate__c`	`private_real_estate__c`	Private Real Estate	picklist	255
`quarterly_annual_report__c`	`quarterly_annual_report__c`	Quarterly/Annual Report	url	255
`real_assets__c`	`real_assets__c`	Real Assets	picklist	255
`real_estate_consultant_name__c`	`real_estate_consultant_name__c`	Real Estate Consultant Name	string	1300
`real_estate_consultant__c`	`real_estate_consultant__c`	Real Estate Consultant	reference to: Account	18
`real_estate_fof__c`	`real_estate_fof__c`	Real Estate FOF	picklist	255
`recordtypeid`	`recordtypeid`	Record Type ID	reference to: RecordType	18
`research_team_overview__c`	`research_team_overview__c`	Research Team Overview	textarea	131072
`revenue_estimate__c`	`revenue_estimate__c`	Revenue Estimate	currency	0
`ria_aggregator__c`	`ria_aggregator__c`	RIA Aggregator	picklist	255
`ric_usage__c`	`ric_usage__c`	RIC Usage	picklist	255
`metro_area_name__c`	`rt_metroareas_accounts_name`	Metro Areas Accounts Name	string	255
`secondary_account__c`	`secondary_account__c`	Secondary Account	picklist	255
`sector_1__c`	`sector_1__c`	Sector 1	picklist	255
`sector__c`	`sector__c`	Sector	picklist	255
`segment__c`	`segment__c`	Segment	picklist	255
`select_lists__c`	`select_lists__c`	Select Lists	picklist	255
`separate_account_usage__c`	`separate_account_usage__c`	Separate Account Usage	picklist	255
`service_providers__c`	`service_providers__c`	Service Providers	multipicklist	4099
`small_cap_equities__c`	`small_cap_equities__c`	Small Cap Equities	picklist	255
`sub_advised_mf_family__c`	`sub_advised_mf_family__c`	Sub-Advised MF Family	string	100
`sub_industry_1__c`	`sub_industry_1__c`	Sub Industry 1	picklist	255
`systemmodstamp`	`systemmodstamp`	System Mod Timestamp	datetime	0
`tamp_name__c`	`tamp_name__c`	TAMP Name	string	1300
`tamp__c`	`tamp__c`	TAMP	reference to: Account	18
`tickersymbol`	`tickersymbol`	Ticker Symbol	string	20
`total_participants__c`	`total_participants__c`	Total Participants	double	0
`ucits_usage__c`	`ucits_usage__c`	UCITS Usage	picklist	255
`uhnw_division_name__c`	`uhnw_division_name__c`	UHNW Division Name	string	1300
`uhnw_division__c`	`uhnw_division__c`	UHNW Division	reference to: Account	18
`uma_usage__c`	`uma_usage__c`	UMA Usage	picklist	255
`venture_capital__c`	`venture_capital__c`	Venture Capital	picklist	255
`website`	`website`	Website	url	255
`x1031_exchange__c`	`x1031_exchange__c`	1031 Exchange	picklist	255
`x100_everest__c`	`x100_everest__c`	100 Everest	picklist	255
`year_founded__c`	`year_founded__c`	Year Founded	string	4

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Fields

Field Reference Table

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​Field Reference Table

Field Reference Table