Envestnet | Yodlee Aggregation Platform for Salesforce Financial Services Cloud

May 9, 2017

The Envestnet | Yodlee integration with the Salesforce Financial Services Cloud provides advisors a single, comprehensive view of the data they need to build deeper one-to-one client relationships, make smarter investment decisions, and engage with clients on any device.

Previous Flipbook
Envestnet | Yodlee FastLink for Data Aggregation
Envestnet | Yodlee FastLink for Data Aggregation

Envestnet | Yodlee FastLink for Aggregation is a unique, patented technology that leverages Envestnet | Yod...

Next Flipbook
Envestnet | Yodlee Transaction Data Enrichment
Envestnet | Yodlee Transaction Data Enrichment

Envestnet | Yodlee Transaction Data Enrichment is a part of our Financial Cloud Platform. Yodlee Transactio...