Envestnet

Envestnet Platform APIs

REST APIs for the Envestnet wealth platform listed on the Envestnet Developer Portal: Account Opening (manage the account opening process for finalized proposals), Client Management and Client Management + Docs (keep client information on ENV synchronized with a firm's CRM), Data Extracts (nightly updates of platform data), Digital Advisor, Insights, Investor Experience, Performance Reporting, Proposal Prefill, Proposal Prefill Plus, Service Requests (Raise Cash, Systematic withdrawals and similar) and IdP-initiated SAML 2.0 Single Sign-On. The API reference and documentation pages redirect to a portal login; no public contract or base URL is published.

GitHub

Documentation

📖
Documentation
https://developer.envestnet.com/products/envestnet/account-opening

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API entry from apis.yml

apis.yml Raw ↑ 
aid: envestnet:envestnet-platform-apis
name: Envestnet Platform APIs
description: 'REST APIs for the Envestnet wealth platform listed on the Envestnet Developer Portal: Account
  Opening (manage the account opening process for finalized proposals), Client Management and Client Management
  + Docs (keep client information on ENV synchronized with a firm''s CRM), Data Extracts (nightly updates
  of platform data), Digital Advisor, Insights, Investor Experience, Performance Reporting, Proposal Prefill,
  Proposal Prefill Plus, Service Requests (Raise Cash, Systematic withdrawals and similar) and IdP-initiated
  SAML 2.0 Single Sign-On. The API reference and documentation pages redirect to a portal login; no public
  contract or base URL is published.'
humanURL: https://developer.envestnet.com/products/envestnet
tags:
- Wealth Management
- Account Opening
- Client Management
- Performance Reporting
properties:
- type: Documentation
  url: https://developer.envestnet.com/products/envestnet/account-opening