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Coming Soon...

Investor Experience 

Access your client's data from Envestnet's ecosystem. 

 

Retrieve data from Envestnet, Yodlee and MoneyGuide for a specific investor. Utilize the same APIs as Envestnet's Unified Client Portal.

 

30M+

API calls per month

700+

API Endpoints

80+

Partners using APIs

30+

New endpoints per release

Our Partners

Redtail
Blackrock
Riskalyze
Practifi

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, Yodlee and MoneyGuide.
The Open ENV Investor Experience APIs support:

 

  • Client documents
  • QPRs
  • Account information  
  • Investor net worth  

 

  • Plan summary
  • Success meter 

 

  • Linked account data
  • Budget summary
  • Transaction data