Introduction: This document describes how to use the Docupace-Envestnet integration.
Change Log:
Date
Change
October 2023
New IDP provider.
Updated Envestnet interface.
April 2023
Updated Envestnet interface
August 2022
Initial Version
Initial Configuration Steps
Prior to using the Envestnet integration, your company Systems Administrator must configure your IDP (Identity Provider) settings and the Docupace system settings. This will allow for a smooth single sign-on (SSO) between the two systems.
Also, you may need to synchronize client information between the two systems, because for existing clients, there are three possible scenarios:
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.
Envestnet Proposal Tasks
Using the Envestnet integration, a Financial Professional can perform a number of tasks:
Create a new Envestnet proposal for one or several owners
Create a new Envestnet proposal using the Proposal-New App in Quick Start
Update or review an existing Envestnet proposal using the Proposal-Existing App in Quick Start
Client Exists in Docupace and in Envestnet
Client Exists in Docupace but not in Envestnet
Creating a New Proposal
Creating a Proposal for Several Owners
When creating a proposal, you can create an additional owner.
Audience: Financial Professionals, 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.
