Investor Experience
Investor Experience APIs are built with a client focus—enabling you to retrieve investor data from Envestnet and MoneyGuide using the same APIs that power Envestnet’s Unified Client Portal. These endpoints are intended to be called after authenticating as an investor.
Envestnet Client Portal APIs
These APIs support development of an investor-facing Client Portal experience and are intended to be called in an authenticated investor context.
Clients & Reports
Operations related to client management, including net worth, account summary, and document retrieval. Retrieve transaction report status and related account views, including holdings, transactions, account performance, activities, and performance reports.
MoneyGuide
Connection APIs provide access to goal summary, expense timeline, and success meter data from Envestnet MoneyGuide. Use of these APIs requires a firm to be enabled for the ENV | MoneyGuide integration.
Getting Started
Access to API reference, documentation, and credentials requires Envestnet Developer Portal credentials. Please contact your Account Manager to discuss your business needs. A discovery session with our Integrations Team can be scheduled to further explore your requirements and the capabilities we can offer.