Envestnet supports SSO for advisors, home office users, money managers, and clients. Using IDP-initiated SAML2, partners can use SSO to enable direct user access to Envestnet.
Advisors using SSO
Daily SSO requests
Daily API auth requests
Envestnet provides a scalable and highly secure solution following industry best practices.
- Supports multiple Identity Providers (IDPs) per environment
- Configurable Federated IDs per partner
- Automatic certificate switching
- Supports IDP-initiated Security Assertion Markup Language 2.0 (SAML 2.0)
- RS256 encryption required
- Encrypted SAML responses protects data at rest
- Supports JIT user creation
- 27 deep links to major platform functions
- Dual principal login