Wealth Management Solutions: Investment Data Enrichment
Turns incorrect, confusing, and incomplete investor holdings and transaction input into clear, descriptive, and enriched investment data output.
Cleaner and more complete investment data makes it easier for advisors to
identify investors’ positions, deliver more strategic financial planning, and power
better data analysis. By turning incorrect, confusing, and incomplete investor
holdings and transaction input into clear, descriptive, and enriched investment
data output, Envestnet | Yodlee Investment Data Enrichment empowers
advisors to deliver the best recommendations and advice.