Introduction: This document describes how to use the Docupace-Envestnet integration.
Envestnet Proposal Tasks
Using the Envestnet integration, a Financial Professional can perform a number of tasks:
View client's existing information and current proposals in Envestnet
Create a new Envestnet proposal for one owner
Create a new Envestnet proposal for several owners
Create a new Envestnet proposal that includes several investments (for one or several owners)
Process each investment as a Docupace Work Item, including a combined eSign procedure for multiple Work Items
Open an account for each investment and synchronize the new account numbers to Envestnet
Create Strategy Modifications for an existing Proposal and process it as an Account Service Work Item in Docupace
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):
Enter your username (or email).
Enter your password.
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.
Related Pages
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Envestnet Integration (Docupace Platform User Guides)
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Creating Strategy Modifications for a Proposal in Envestnet (Docupace Platform User Guides)
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Client Sync between Docupace and Envestnet (Docupace Platform User Guides)
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Creating an Envestnet Proposal for Several Owners (Docupace Platform User Guides)