This document describes how to use the Docupace-Envestnet integration.
There are three possible scenarios for client information.
We have a client in Docupace and the same client in Envestnet.
We have a client in Docupace, but not in Envestnet.
We have a client in Envestnet, but not in Docupace.
Client Exists in Docupace and Envestnet
Client Exists in Docupace But Not Envestnet
Creating a New Proposal
Creating a Proposal for Several Owners
When creating a proposal, you can create an additional owner.
Audience: End-users of Docupace and Envestnet
Functionality: The Envestnet integration combines the power of the Envestnet money management platform with the versatility of the Docupace account opening and customer reception experience. This results in a fully automated, fully integrated new account creation and monitoring solution that meets all FINRA and SEC requirements.
