Sync Envestnet Asset Management - Client Access to SimpleFIN
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 SimpleFIN. Set up takes under 10 minutes and requires no code.
How to sync Envestnet Asset Management - Client Access to SimpleFIN
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 SimpleFIN
Authorise BankSync to write data to your SimpleFIN 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 SimpleFIN.
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 SimpleFIN
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 SimpleFIN.
Custom Field Mappings
Map any Envestnet Asset Management - Client Access field to any column in SimpleFIN — 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 SimpleFIN?
Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into SimpleFIN 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.
- Sync Envestnet Asset Management - Client Access to Actual Budget
- Sync Envestnet Asset Management - Client Access to Airtable
- Sync Envestnet Asset Management - Client Access to Firefly III
- Sync Envestnet Asset Management - Client Access to Google Sheets
- Sync Envestnet Asset Management - Client Access to Home Assistant
- Sync Envestnet Asset Management - Client Access to Microsoft Excel
- Sync Envestnet Asset Management - Client Access to MongoDB
- Sync Envestnet Asset Management - Client Access to MySQL
- Sync Envestnet Asset Management - Client Access to Notion
- Sync Envestnet Asset Management - Client Access to PostgreSQL
- Sync Envestnet Asset Management - Client Access to Securo
- Sync Envestnet Asset Management - Client Access to Sure
Other banks that sync to SimpleFIN
Institutions in the same market that can also route account data to SimpleFIN.
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- Sync Citibank Online to SimpleFIN🇺🇸 United States
- Sync Fidelity to SimpleFIN🇺🇸 United States
- Sync Bank of America to SimpleFIN🇺🇸 United States
- Sync Charles Schwab to SimpleFIN🇺🇸 United States
BankSync is not affiliated with, endorsed by, or an official partner of Envestnet Asset Management - Client Access or SimpleFIN. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.