Channel Partner Aggregation Service Overview for Consumers

November 25, 2019

Channel partner customers can use this template as a step-by-step guide for consumers for aggregation. Aggregation allows consumers to link external financial accounts for a complete financial picture.

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Channel Partner Aggregation Overview
Channel Partner Aggregation Overview

Leverage this template to promote Envestnet | Yodlee Aggregation to financial service providers. This docum...