Sorry, you need to enable JavaScript to visit this website.
Skip to main content

Proposal Prefill 

Proposal Prefill saves time and effort by creating a base
proposal with prefilled information for your advisors
to complete via the Envestnet interface. 

 

API Reference  Documentation 

30M+

API calls per month

700+

API Endpoints

80+

Partners using APIs

30+

New APIs/release

Our Partners

Redtail
BlackRock
Nitrogen
Practifi

Accurate and easy to use integrations

With documentation and examples to guide you through every step.

 

View Documentation

Capabilities offered

Generate a proposal with base information, avoiding duplicate entry.
The Open ENV Client Management APIs support:

 

  • Proposal name, funding details and amount.
  • Client data.
  • Risk or RTQ information. 

 

  • SSO advisor into the newly created proposal.
  • Add client to the Envestnet platform.