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
Secure connectivity to Envestnet
With documentation and examples to guide you through every step.
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