Investor Experience
Access your client's data from Envestnet's ecosystem.
Retrieve data from Envestnet and MoneyGuide for a specific investor. Utilize the same APIs as Envestnet's Unified Client Portal.
Our Partners
Retrieve investor data using APIs designed for a client portal.
With documentation and examples to guide you through every step.
Capabilities offered
Access investor information from Envestnet and MoneyGuide.
The Open ENV Investor Experience APIs support:
Envestnet Data
- Client documents
- QPRs
- Account information
- Investor net worth
Money Guide Data
- Plan summary
- Success meter