Wealth Management Solutions: Investment Data Enrichment

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.

Previous Flipbook
Wealth Management Solutions: Account Aggregation
Wealth Management Solutions: Account Aggregation

With Envestnet | Yodlee’s Account Aggregation, you can gain a complete view of your investor’s entire finan...

Next Flipbook
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...