Wealth Management Solutions: Account Aggregation

May 9, 2017

With Envestnet | Yodlee’s Account Aggregation, you can gain a complete view of your investor’s entire financial profile in order to deliver informed investment advice that’s in their best interest and to help guide them on their financial journey.

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Wealth Management Solutions
Wealth Management Solutions

Envestnet | Yodlee Wealth Management is a suite of tools and enhanced wealth data that transforms how finan...

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Wealth Management Solutions: Asset Classification Service
Wealth Management Solutions: Asset Classification Service

Enrich your investment advice and reporting with asset classification, and risk and reward data with Envest...