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Digital Advisor 

Digital Advisor creates a complete solution for onboarding and supporting clients. 

Build a complete digital solution

API Reference  Documentation 

30M+

API calls per month

700+

API Endpoints

80+

Partners using APIs

30+

New APIs/release

Our Partners

Redtail
BlackRock
Riskalyze
Practifi

Complete solutions for complex integrations

With documentation and examples to get you started.

 

View Documentation

Capabilities offered

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 management of clients and family members.
  • Client document support.
  • Service request processing.
  • Performance reports and statements.
  • Account access.