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On-Demand Webinar- Account Aggregation : The Future of Wealth Management

September 7, 2018

In a recent webinar sponsored by Envestnet | Yodlee and hosted by American Banker, speakers discussed how to use aggregation to see a fuller and more complete picture of your clients, deliver smarter, more personalized advice, improve regulatory compliance, and increase assets under management.

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Financial Data Aggregation - Asset Strategy Advisors
Financial Data Aggregation - Asset Strategy Advisors

“It's critical to have good information, accurate information, timely information feeding into our systems ...

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Envestnet | Yodlee Financial Data Aggregation
Envestnet | Yodlee Financial Data Aggregation

Watch this video to see how with Envestnet | Yodlee, account aggregation is quick, simple, and secure. By c...