Wealth Management Solutions: Security Normalization 3.0

June 30, 2020

In order to gain a comprehensive financial view as an advisor, it’s critical that investors’ data is consistently formatted, securities have matching descriptions, and stocks and bonds have the right symbols. With Envestnet | Yodlee Security Normalization 3.0, investment data received directly from financial institution sources is cleaned and supplemented with information from market data providers for increased clarity. After accurately identifying security holdings and increasing data population rates, advisors are able to intelligently analyze the data and deliver more strategic financial guidance.

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Wealth Management Solutions: Investment Data Enrichment
Wealth Management Solutions: Investment Data Enrichment

Turns incorrect, confusing, and incomplete investor holdings and transaction input into clear, descriptive,...

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Wealth Management Solutions: Reconciliation Service
Wealth Management Solutions: Reconciliation Service

Envestnet | Yodlee’s Reconciliation Service leverages the most accurate and complete investment data for bo...