Sync Envestnet Asset Management - Client Access to Microsoft Excel
BankSync may support connections to Envestnet Asset Management - Client Access accounts through third-party open banking providers, then route the supported account data shown below to Microsoft Excel. Set up takes under 10 minutes and requires no code.
How to sync Envestnet Asset Management - Client Access to Microsoft Excel
Search for Envestnet Asset Management - Client Access in BankSync
Sign up for BankSync and, if Envestnet Asset Management - Client Access is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.
Authorize Microsoft Excel
Authorise BankSync to write data to your Microsoft Excel workspace. Select the database, table, or sheet where the supported account data should land.
Configure field mappings
Map the supported Envestnet Asset Management - Client Access fields supplied by the provider to columns in Microsoft Excel.
Set your sync schedule
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
What gets synced from Envestnet Asset Management - Client Access to Microsoft Excel
Transactions
Sync available Envestnet Asset Management - Client Access transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.
Balances
Sync current and available balances for supported Envestnet Asset Management - Client Access accounts.
Holdings
Sync supported investment positions, quantities, and market values from Envestnet Asset Management - Client Access.
Trades
Sync supported investment trade and activity history from Envestnet Asset Management - Client Access.
Loans
Sync supported loan balances and provider-supplied liability details from Envestnet Asset Management - Client Access.
Account Details
Use provider-supplied account names, masked identifiers, and types to organise data in Microsoft Excel.
Custom Field Mappings
Map any Envestnet Asset Management - Client Access field to any column in Microsoft Excel — fully configurable.
Sync Schedules
Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.
Ready to sync Envestnet Asset Management - Client Access with Microsoft Excel?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into Microsoft Excel in minutes.
Get Started FreeSync Envestnet Asset Management - Client Access somewhere else
The same Envestnet Asset Management - Client Access connection can feed any of these destinations.
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- Sync Envestnet Asset Management - Client Access to Sure
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BankSync is not affiliated with, endorsed by, or an official partner of Envestnet Asset Management - Client Access or Microsoft Excel. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.