Account Opening Integration Integrating a firm's account opening process to Envestnet's proposal for a seamless experience. Envestnet
Multi-Platform Integration A tenant firm can integrate their customer reltationship management system with Envestnet and their custodian using Envestnet APIs and Single Sign-On capabilities. Envestnet
Account Opening Integration Integrating a firm's account opening process to Envestnet's proposal for a seamless experience. Envestnet
Custom advisor experience A large advisory firm builds their own proposal tool and integrates it with Envestnet through Open ENV APIs. Envestnet
Multi-Platform Integration A tenant firm can integrate their customer reltationship management system with Envestnet and their custodian using Envestnet APIs and Single Sign-On capabilities. Envestnet
