Batch API

Account Sets 

With the Accounts API, you can easily query and retrieve account sets data within Tamarac. Access robust datasets to power your workflows, analytics, and reporting processes.

Reports & Data Serialization 

Reporting with the Batch API is straightforward. Properties not marked as 'required' are automatically omitted during serialization if their values are null, ensuring clean and relevant data in your responses. If a property is not labeled as 'required,' you can assume it will not appear in the response unless populated.

Bulk Report Workflow 

• Queue your custom report using the REST Batch API and select from previously created report templates.
• Check the report status via the Retrieve Report Status endpoint.
• Once the report status is “Succeeded,” download the report using the provided presigned S3 URL.

Getting Started 

To access the API reference, documentation, and credentials, you’ll need Envestnet Developer Portal credentials. Please reach out to your Account Manager to discuss your business requirements. Our Integrations Team is available for discovery sessions to explore your needs and demonstrate the capabilities we offer.