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With documentation and examples to guide you through every step.
Firms can manage the account opening and proposal completion processes by using Open ENV APIs.
- Retrieving proposal data including investment, registration, and billing information.
- Retrieving detailed client data.
- Downloading proposal documents.
- Retrieving risk profile data.
- Complete the proposal once the account has been opened.
- Upload e-signed proposal documents.
- Manage service requests associated with the proposal process.
- SSO advisor from proposal to account opening system.
- Proposal documents generated with e-sign tags.