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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. 

API Reference  Documentation 

30M+

API calls per month

700+

API Endpoints

80+

Partners using APIs

30+

New APIs/release

Our Partners

Redtail
BlackRock
Riskalyze
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 and complete the proposal.
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.

 

  • Complete proposal and attach account number(s).
  • Manage service request associated with the proposal.