API calls per month
Partners using APIs
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.