Blooom is the first online service developed by a Registered Investment Advisory (RIA) firm dedicated exclusively to helping average Americans improve their 401(k) retirement plans. Created by financial advisors, blooom combines an algorithm-based technology with a financial planner.
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Data Aggregation + Intelligence: The Keystone to Financial Innovation
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Developers See Opportunity in Wealth Management Apps Targeting the Mass Affluent
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What Lessons Can the U.S. Learn from Open Banking in the UK
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5 Ways FinTechs are Using Financial Data to Power Innovation
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FinTech Rising: Creating Synergy in Financial Services
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Watch our on-demand webinar and get an overview of our intelligent APIs. Discover how you can get started quickly with sample codes and apps, tech resources, and tutorials.
Financial Advisor Aggregation Testimonial
Blake Kannady, a former financial advisor at a top 5 wealth management firm, describes how both he and his clients benefited from financial data aggregation.
Financial Data Aggregation - Asset Strategy Advisors
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On-Demand Webinar- Account Aggregation : The Future of Wealth Management
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Watch this video to see how with Envestnet | Yodlee, account aggregation is quick, simple, and secure. By connecting all your financial accounts, you can better understand your financial situation.
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Envestnet | Yodlee is the financial data platform that improves the speed and delivery of digital financial innovation.