Client Management
+ Docs
With Client Management plus docs,
synchronize client data with a firm’s CRM system and retrieve client documents.
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 APIs support:
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.
- Managing client documents.