Client Management
With Client Management, the most up-to-date client information is always synchronized
with a firm’s CRM system.
Simplify managing clients
Our Partners
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.