Wealth Management

  • Envestnet | Yodlee Investment Holdings FinApp0:56

    Envestnet | Yodlee Investment Holdings FinApp

    With the Envestnet | Yodlee Investment Holdings FinApp, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, and more.

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  • Envestnet | Yodlee Net Worth FinApp0:59

    Envestnet | Yodlee Net Worth FinApp

    The Envestnet | Yodlee Net Worth FinApp reports comprehensive net worth, enabling consumers to see the progress they’ve made on their path to financial wellness.

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  • Financial Data Aggregation - Asset Strategy Advisors2:13

    Financial Data Aggregation - Asset Strategy Advisors

    “It's critical to have good information, accurate information, timely information feeding into our systems so that we can collaborate with our clients.” - Kent Fitzpatrick

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  • Unlocking the Opportunities in Next-Generation Wealth Management

    Unlocking the Opportunities in Next-Generation Wealth Management

    Changing demographics and fast-evolving technology are generating new business potential for the advisors and wealth management firms who adapt. Find out what you need to do to surmount these shifts.

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  • On-Demand Webinar- Account Aggregation : The Future of Wealth Management59:20

    On-Demand Webinar- Account Aggregation : The Future of Wealth Management

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  • How Aggregation Transforms the Asset Transfer Process

    How Aggregation Transforms the Asset Transfer Process

    Envestnet | Yodlee layers technology on top of the current method for transferring assets to enable a faster and easier process.

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  • Envestnet | Yodlee Asset Transfer Service

    Envestnet | Yodlee Asset Transfer Service

    The Envestnet | Yodlee Asset Transfer Service streamlines the asset transfer process and reduces investor friction by using proven aggregation technology.

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  • Using AI to Improve Financial Health eBook

    Using AI to Improve Financial Health eBook

    This eBook explores new financial wellness tools that financial institutions can provide to their customers that are not only desirable, but necessary given consumer expectations.

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  • Envestnet | Yodlee AI FinCheck Data Sheet

    Envestnet | Yodlee AI FinCheck Data Sheet

    The AI FinCheck FinApp is an AI-driven financial wellness assistant that dynamically monitors financial health and provides actionable guidance.

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  • Envestnet | Yodlee Wealth Management Solutions2:06

    Envestnet | Yodlee Wealth Management Solutions

    <p>Envestnet | Yodlee's Wealth Management Solutions, aggregated data and financial applications, allow you to view your client's financial life all in one place, including those assets you don't manag

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  • Best Practices for Driving the Fintech Digital Transformation

    Best Practices for Driving the Fintech Digital Transformation

    The emergence of new and disruptive financial technology is fueling the need for innovation by traditional financial institutions.

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  • FinApp Developers See Opportunity in Wealth Management Apps Targeting the Mass Affluent

    FinApp Developers See Opportunity in Wealth Management Apps Targeting the Mass Affluent

    The time is ripe for talented developers to create new wealth management solutions. Companies like yours partner with Envestnet | Yodlee to deploy comprehensive APIs to provide real-time account.

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  • Attack of the Robo-Advisors: How the Digital Revolution is Disrupting Wealth Management Whitepaper

    Attack of the Robo-Advisors: How the Digital Revolution is Disrupting Wealth Management Whitepaper

    To catch up with the technologically savvy startups, financial institutions need to embrace data analytics and technology to interact with.

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  • How the Digital Revolution is Changing Wealth Management Whitepaper

    How the Digital Revolution is Changing Wealth Management Whitepaper

    The digital revolution that is sweeping nearly every industry is now firmly ensconced in the wealth management space.

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  • Capitalizing on Innovation:  The Top 10 Trends in Wealth Management

    Capitalizing on Innovation: The Top 10 Trends in Wealth Management

    A recent webinar, hosted by American Banker and sponsored by Envestnet | Yodlee, examined the trends and opportunities driving financial institutions to compete in the wealth management.

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  • Creating A Personalized Banking Experience

    Creating A Personalized Banking Experience

    In this webinar we explored how consumers are embracing digital banking, and also discussed the limitations of banks’ current digital strategies and how they can evolve to achieve greater growth.

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  • Engaging Gen X and Y Investors

    Engaging Gen X and Y Investors

    In this webinar, we explored how Gen X and Y differ from each other, and how financial institutions should consider their current offerings based on both generation's unique needs.

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  • The Digital Revolution in Wealth Management is Here. Prepared?

    The Digital Revolution in Wealth Management is Here. Prepared?

    Working seamlessly with financial institutions’ existing technology, the Envestnet | Yodlee Wealth Management solution enables financial institutions to better serve digitally savvy.

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  • Capitalizing on Innovation: Trends in Wealth Management

    Capitalizing on Innovation: Trends in Wealth Management

    In this eBook, we’ll examine four major wealth management trends and opportunities to sharpen your competitive edge and create a more personalized and meaningful wealth management experience.

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  • Creating Engaging and Empowering Wealth Management Tools Solution Brief

    Creating Engaging and Empowering Wealth Management Tools Solution Brief

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