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Envestnet Integration

Envestnet Integration

Introduction: This document describes how to use the Docupace-Envestnet integration.

Date

Change

Date

Change

December 2024

Updated Envestnet interface.

January 2024

Creating Strategy Modifications

October 2023

New IDP provider.

Updated Envestnet interface.

April 2023

Updated Envestnet interface

August 2022

Initial Version

Envestnet Proposal Tasks

Using the Envestnet integration, a Financial Professional can perform a number of tasks:

Initial Configuration Steps

Before using the Envestnet integration, your 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.

To log in to the IDP (Identity Provider):

  1. Enter your username (or email).

  2. Enter your password.

  3. Click SIGN IN.

This logs you into Docupace, and subsequently, you should have seamless SSO to Envestnet.

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.

 

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