You may need to synchronize client information between the two systems for three possible reasons:
The client has a Client Folder in Docupace, and the same client exists in Envestnet.
The client has a Client Folder in Docupace, but not in Envestnet.
The client exists in Envestnet, but not in Docupace.
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NoteAttention: The only information from the Client Folder shared and synchronized between the two systems is the Client’s full name. Other client-specific data, such as TIN/SSN, Address, e-mail, Phone Numbers, etc., are kept separately in each system. |
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