On-Demand Webinar: How to Harness Financial Data to Help Drive Improved Analytics and Insights with AWS and Envestnet
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Download our data sheet to learn more about what our data, analytics, and experiences driven platform — featuring Insights Engine — can do for you.
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Download our data aggregation checklist data sheet to learn how data aggregation helps optimize customer relationships, establish more efficient operations and retain and expand customers and assets.
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Download our aggregator switch kit data sheet to learn how data aggregation helps optimize customer relationships, establish more efficient operations and retain and expand customers and assets.
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At Truelytics by Envestnet, we define Unrealized Value as potential increases to an independent financial advisory firm’s Discounted Cash Flow valuation.
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The Data & Analytics platform architecture features flexible and modular components so you can deploy solutions that drive revenue and provide targeted services to your customers.
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Ask any wealth manager how much data they have about their clients–they’ll probably answer “plenty.” Years of investing, portfolio management, and goal-planning naturally yields lots of data.
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With the Advanced Dashboards, you have daily insight into your sales and redemptions and can gain unprecedented understanding of your opportunities for each of your product types.
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Envestnet Analytics provides you with the answers you need to optimize your business within the Envestnet universe of over 1,000 financial advisory firms.
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Envestnet Analytics has been a critical tool for some of the most successful money managers, helping them find their best opportunities and stay ahead of the competition.
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In this webinar, we take an up-close look at holiday spending and income data and show how alternative data analytics can deliver valuable insights about retail spending and competitive landscapes.
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Leveraging the Aggregator Switch Kit powered by the FinGoal Insights Platform, developers can switch to Yodlee’s data aggregation in a matter of minutes with no disruption to current users.
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The Data & Analytics platform architecture features flexible and modular components so you can deploy solutions that drive revenue and provide targeted services to your customers.
Read Flipbook
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