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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:
Envestnet Data
- Client documents
- QPRs
- Account information
- Investor net worth
Money Guide Data
- Plan summary
- Success meter
Yodlee Data
- Linked account data
- Budget summary
- Transaction data