Our Partners
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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.