Our Partners
![Redtail](/sites/default/files/styles/logo_180x50/public/logos/2022-04/Retail_sm_0.png?itok=zzsbUp3N)
![BlackRock](/sites/default/files/styles/logo_180x50/public/logos/2022-04/Blackrock_sm_4.png?itok=BWZyl7-S)
![Nitrogen](/sites/default/files/styles/logo_180x50/public/logos/2024-04/nitrogen-logo-full-color-rgb-538px%4072ppi_3.png?itok=VD2aWfP2)
![Practifi](/sites/default/files/styles/logo_180x50/public/logos/2022-04/practifi_sm_0.png?itok=6JwbKqwj)
![](/sites/default/files/content_with_image_box/2022-05/conversationwomentemplate.png)
Accurate and easy to use integrations
With documentation and examples to guide you through every step.
Capabilities offered
Synchronizing client information between Envestnet and a client’s firm eliminates the risk of duplicate data entry.
The Open ENV Client Management application programming interface (API) supports:
Client-level data management
- Creating and managing of Envestnet clients (i.e. households)
- Client Search via multiple data points.
- Retrieving client-related information, such as accounts and proposals.
Individual data management
- Managing individual family members within a client household.
- Advanced search with multiple filters.
- Create both individuals and entities.