Unrealized Value: Using the Envestnet Wealth Data Platform and TruePerformance
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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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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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.
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The Envestnet SMB Portal’s Admin View helps identify opportunities for proactive, strategic outreach–sales opportunities, financial wellness, business guidance–and is designed to drive value for SMBs.
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Financial Service Providers can gain an advantage by growing deposits and enabling consumers to set and achieve savings goals with automated goal-based saving technology. consumers to set and achieve
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Drive Small and Mid-Sized Businesses (SMB) strategy through a scalable white labeled solution that integrates data from the critical applications SMBs use to run their business.
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Envestnet® | Yodlee® offers extensive data connectivity for a range of use cases fueled by bank, credit card, investment, loans, and other account types.
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Learn how Envestnet Data & Analytics can help support your business with data connectivity, analytics and intelligence, and experiences to support an Intelligent Financial Life for your customers.
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Watch our on-demand webinar to see how you can use Quickstart to easily leverage our account aggregation product!
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