Client Management
Advisors
Retrieve the list of advisors available to the current user across the accessible hierarchy. Filter results using query parameters such as pattern, accountNumber, accountName, repCode, ssoUserName, lastName, and firstName.
Households & Clients
Retrieve and maintain CRM-synced household data by listing paginated client households accessible to the authenticated user and creating, retrieving, or updating family member records to keep household relationships current. Advisors receive details for their clients; users authenticated as clients receive details for their family members. Note: returning Yodlee data is restricted for firms that have not signed the Yodlee bank agreement.
Documents
Access a client’s document vault by retrieving document lists, downloading documents, and creating or updating documents associated with the client record.
Getting Started
To access the API reference, documentation, and credentials, you’ll need Envestnet Developer Portal credentials. Please reach out to your Account Manager to discuss your business requirements. Our Integrations Team is available for discovery sessions to explore your needs and walk through available capabilities.