Performance Reporting
Reports
Retrieve account-level reporting data aligned with the Envestnet enterprise platform. Use these endpoints to support common reporting needs such as account overview and activity, performance (period and style), quarterly performance reports and client statements, holdings and asset allocation, and gain/loss, income, and transaction detail.
Reports on Demand
Generate performance reports and statements via API. For faster responses, we recommend using month ends as these are cached on the platform and constrain results with query parameters. If month end dates are not used, values are calculated, which may lengthen response time.
Report Views
List the available reporting views for a client (for example, an individual account, an advisor-defined investment group, or an all-accounts rollup) to support both detailed and aggregated reporting.
Getting Started
To access the API reference, documentation, and credentials, you’ll need Envestnet Developer Portal credentials. Please contact your Account Manager to discuss your business needs. Our Integrations Team can schedule a discovery session to review requirements and explore available reporting capabilities.