Proposal Prefill
Create & Manage Proposals
Create proposals programmatically with prefilled fields, then route advisors into the Envestnet interface to review, complete, and submit. This pattern supports consistent proposal generation while preserving advisor control over final inputs.
Goal Modification Proposals
Create a new goal modification proposal for a client based on a specified investment group handle, enabling efficient updates when client objectives or allocations change.
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 confirm the best-fit workflows and capabilities.