Digital Advisor
Create & Manage Proposals
Built for workflow integrations, these APIs provide consistent access to account opening data and functionality—so you can power a connected experience across your CRM, proposal tools, digital onboarding, and servicing workflows.
Connectivity for Account Opening
Retrieve and manage the core objects involved in ongoing client/household maintenance, account opening, strategy modification, and document management. Integrate the data you need to support advisors and operations while keeping your systems in sync.
Key Data & Capabilities
Retrieve or manage accounts, advisors, products, clients (households), proposals, risk, programs, product selection, fee schedule selection, strategy modification & document management—enabling connected experiences and automation across onboarding and service workflows.
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 review the capabilities we offer.