Proposal Prefill Plus
Proposal Prefill Plus saves time and effort by creating a proposal
with prefilled information for your advisors to complete via the Envestnet interface.
Our Partners
Accurate and easy to use integrations
With documentation and examples to guide you through every step.
Capabilities offered
Generate a proposal with base information and complete the proposal.
The Open ENV Client Management APIs support:
Prefilled Data
- Proposal name, funding details and amount.
- Client data.
- Risk or RTQ information.
Integrated Process
- SSO advisor into the newly created proposal.
- Add client to the Envestnet platform.
Proposal Completion
- Complete proposal and attach account number(s).
- Manage service request associated with the proposal.