API calls per month
Partners using APIs
The Digital Advisor combines the capabilities of our other products with full proposal management through Open ENV APIs. This feature can be used for both custom advisor and robo-advisor solutions. The Digital Advisor gives firms access to:
- Full proposal management, including research and billing.
- Goal mod proposal support.
Full client management
- Full management of clients and family members.
- Client document support.
- Service request processing.
- Performance reports and statements.
- Account access.