Buyer Fit
Target firm types
- RIAs
Target firm size
- Enterprise
- Mid-Size
Integrations
Envestnet Wealth Management Platform has 53 integrations in our directory
Search below to find what you're looking for
- Advisor360 Level 5
- AdvisorEngine Level 3
- Apex Level 3
- Arch Level 3
- BizEquity Level 1
- Broadridge Level 3
- Cetera AdviceWorks Level 5
- DocuPace Level 5
- DocuSign Level 2
- eMoney Advisor Level 5
- Equipt Level 5
- FactSet Level 3
- Fidelity (National Financial) Level 5
- Fidelity Wealthscape Level 5
- FIS Wealth Level 4
- Flourish Annuities Level 3
- Flourish Cash Level 3
- Flyer Financial Technologies Level 4
- Goldman Sachs Custodial Solutions Level 3
- Healthpilot Level 1
- Insurance Exchange Level 5
- jiffy.ai Level 3
- Lumiant Level 3
- Milemarker Level 3
- MoneyGuide Level 5
- Morningstar Direct Advisory Suite Level 3
- NaviPlan Level 3
- Nitrogen Wealth Level 5
- Pershing Level 5
- Pershing NetX360 Level 5
- Pontera (FeeX) Level 3
- Practifi Level 4
- RBC Clearing Level 5
- Redtail Level 4
- RiskPro Advisor Level 5
- Salesforce Level 5
- Schwab Advisor Center Level 4
- SEI Wealth Level 4
- SiGNiX Level 1
- Skience Level 5
- SmartOffice Level 3
- Tamarac Level 5
- Twilio Level 2
- Wealthbox Level 4
- Yodlee Level 5
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APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), ISO 27001 certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, SAML 2.0, HTTPS, ID/PW
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer portal features
Glossary, Built with an API platform such as Postman, WSO2, Swagger, etc.?, Is truly “self service” so developers can quickly create an account, log in, authenticate, connect to your APIs and receive responses?, Provides examples of successful and unsuccessful API calls
Developer sandbox URL
Yes
Sandbox endpoints
Once a partner has been approved and reviewed by InfoSec, credentials are provided for our UAT and/or QL (quasi-live) environments. Environments are not public but provided to approved partners. https://uat.envestnet.io/openenv/api and https://ql.envestnet.io/openenv/api
