HubSpot Diamond Solutions Partner
HubSpot + Envestnet Integration: Unify Your Client & Prospect Data
Connect Envestnet’s wealth management platform to HubSpot. Give advisors full client context and empower marketing with portfolio data for smarter segmentation.
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Empower Advisors with HubSpot Marketing Insights
Give your financial advisors the context they need directly within their primary tool. By syncing key HubSpot data to Envestnet, advisors can see the full relationship history and have more meaningful conversations.
See a client's marketing engagement (like webinar attendance or guide downloads) from HubSpot.
Reduce manual entry by syncing new, qualified leads from HubSpot form submissions directly into Envestnet.
Provide context on why a client is calling by syncing HubSpot service tickets or support requests.
Allow advisors to see which marketing emails or newsletters a client has received, preventing duplicate communication.
Give your financial advisors the context they need directly within their primary tool. By syncing key HubSpot data to Envestnet, advisors can see the full relationship history and have more meaningful conversations.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Turn Portfolio Data into a Marketing Powerhouse
Your Envestnet platform is a goldmine of client data. Our integration pipes key portfolio and client details back into HubSpot, allowing you to segment, personalize, and automate marketing like never before.
Sync client AUM, account types (e.g., IRA, 401k, Taxable), and household data into HubSpot for powerful segmentation.
Build automated workflows in HubSpot triggered by Envestnet data (e.g., "Client AUM > $1M," "Annual Review Date Approaching").
Create a single view of the client, from their first click as a prospect in HubSpot to their full portfolio in Envestnet.
Build reports that tie marketing and sales efforts directly to asset growth and client retention.
Your Envestnet platform is a goldmine of client data. Our integration pipes key portfolio and client details back into HubSpot, allowing you to segment, personalize, and automate marketing like never before.
A Flexible, Secure Sync for Financial Services
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Standard connectors fail with complex financial data. We build your integration around your firm's specific compliance, householding, and data-flow rules, ensuring security and accuracy.
- Bi-Directional & Uni-Directional Sync: Keep contact information (email, phone) synced both ways, but use a secure, one-way sync for sensitive portfolio data from Envestnet to HubSpot.
- Real-time & Scheduled Syncs: Instantly create a new client shell in Envestnet when a HubSpot deal closes, or run a nightly sync of all AUM data for your dashboards.
- Custom Sync Logic & Triggers: Create rules that fit your firm. Map complex "Householding" logic, or sync a client only if their status is "Active."
- High-Volume Data Handling: We securely manage large client books and daily financial data feeds, ensuring your sync is reliable and performant.
Comprehensive Object and Field Mapping
We connect the dots between client relationships and financial data, ensuring a true 360-degree view.
HubSpot
Envestnet
- Contacts
- Companies
- Deals
- Custom Objects
- Activities
- Clients
- Households
- Opportunities / New Accounts
- Portfolios / Financial Accounts
- Client Notes / Advisor Tasks
- Contacts Clients
- Companies Households
- Deals Opportunities / New Accounts
- Custom Objects Portfolios / Financial Accounts
- Activities Client Notes / Advisor Tasks
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
Our solution is custom-built to map complex financial data, including custom objects (like portfolios) and the "householding" logic unique to wealth management.
Yes. We map this data from Envestnet into custom objects or properties in HubSpot, allowing you to use it for segmentation and workflow automation.
We use custom logic to associate multiple HubSpot contacts (family members) with a single company (the household), mirroring your setup in Envestnet.
Absolutely. When a deal is "Closed-Won" in HubSpot, we can trigger the creation of the new client and household records in Envestnet, kicking off your onboarding process.
We prioritize security by using secure sync protocols and recommend a one-way sync (Envestnet to HubSpot) for sensitive data to maintain a clear compliance trail.
See Your Integrated Wealth Management Data in Action
Stop managing your clients from disconnected systems. Schedule a discovery call to see how a unified HubSpot and Envestnet platform can help you scale your firm, automate marketing, and provide superior client service.
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