Wealth Management Solutions: Account Aggregation

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: Security Normalization 3.0
Wealth Management Solutions: Security Normalization 3.0

With Envestnet | Yodlee Security Normalization 3.0, investment data received directly from financial instit...

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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...