API calls per month
Partners using APIs
Complete solutions for complex integrations
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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.