Use Cases

Integrating a firm's account opening process to Envestnet's proposal for a seamless experience.

Integrate with Tamarac’s client and account records for real-time information.

A large advisory firm builds their own proposal tool and integrates it with Envestnet through Open ENV APIs.

Using Envestnet | MoneyGuide’s APIs, a firm can display the results of a client’s financial plan results on the client portal.

A tenant firm can integrate their customer reltationship management system with Envestnet and their custodian using Envestnet APIs and Single Sign-On capabilities.