Wealth Management

  • On-Demand Webinar: Addressing the Digital Needs for Next Gen-Wealth Clients57:24

    On-Demand Webinar: Addressing the Digital Needs for Next Gen-Wealth Clients

    Watch our on-demand webinar as we discuss the trends driving change and digital transformation in wealth management.

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  • On-Demand Webinar: The Open Banking Experience: Getting on Track1:04:44

    On-Demand Webinar: The Open Banking Experience: Getting on Track

    Watch our on-demand webinar hosted by Finextra as we discuss open banking and how to get on track and build your PSD2 APIs.

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  • Rocket Dollar

    Rocket Dollar

    Rocket Dollar uses the Envestnet | Yodlee Platform API to provide its customers with a one-stop-shop for accessing their unconventional retirement portfolios.

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  • Using Account Aggregation and Reconciliation to Boost Revenue

    Using Account Aggregation and Reconciliation to Boost Revenue

    Data Reconciliation provides a more comprehensive picture of client portfolios and better data accuracy, empowering wealth advisors to make recommendations and advise on strategy with confidence.

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  • Link Accounts FinApp - Consumer Audience0:47

    Link Accounts FinApp - Consumer Audience

    Managing multiple accounts and institutions can be difficult and time-consuming. With this tool, you can gain a clear understanding of your financial situation.

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  • On-Demand Webinar: Accelerating Advisor Productivity with Intelligent Technology46:44

    On-Demand Webinar: Accelerating Advisor Productivity with Intelligent Technology

    Learn how cutting-edge advisor solutions are breaking down technology barriers and get an in-depth look at the interconnected technologies that are creating new business opportunities.

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  • Account Verification3:25

    Account Verification

    Envestnet | Yodlee Account Verification validates account ownership and balance details across financial institutions, including top institutions and long tail coverage.

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  • Conversational AI

    Conversational AI

    Using natural language processing specifically tailored to FSPs, Envestnet | Yodlee Conversational AI enables FSPs to connect directly with consumers across all major conversational ecosystems.

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  • Financial Advisor Aggregation Testimonial2:36

    Financial Advisor Aggregation Testimonial

    Blake Kannady, a former financial advisor at a top 5 wealth management firm, describes how both he and his clients benefited from financial data aggregation.

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  • Conversational AI

    Conversational AI

    Using natural language processing specifically tailored to FSPs, Envestnet | Yodlee Conversational AI enables FSPs to connect directly with consumers across all major conversational ecosystems.

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  • FinApp: Envestnet | Yodlee Investment Holdings0:56

    FinApp: Envestnet | Yodlee Investment Holdings

    With Envestnet | Yodlee Investment Holdings, 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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  • FinApp: Envestnet | Yodlee Net Worth0:59

    FinApp: Envestnet | Yodlee Net Worth

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

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  • Envestnet | Yodlee FinApp Series11:50

    Envestnet | Yodlee FinApp Series

    Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApp series enables financial service providers to deliver personalized, virtual financial assistance to consumers.

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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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  • Data Aggregation + Intelligence: The Keystone to Financial Innovation

    Data Aggregation + Intelligence: The Keystone to Financial Innovation

    Envestnet | Yodlee not only seamlessly collects and acquires financial data, but also cleanses and enriches it to enable the insights that set your financial apps and services apart from the rest.

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  • Envestnet Intelligence6:22

    Envestnet Intelligence

    Watch this video to learn about Envestnet Intelligence for Financial Institutions, a new omni-channel intelligence tool that leverages AI, natural language processing, and a data analytics engine.

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  • AI FinCheck

    AI FinCheck

    AI FinCheck, part of our FinApp series, is an AI-driven financial wellness assistant that dynamically monitors financial health and provides actionable guidance.

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  • Envestnet Intelligence for Financial Institutions

    Envestnet Intelligence for Financial Institutions

    Envestnet® Intelligence for Financial Institutions is an omni-channel intelligence tool that leverages AI & machine learning, natural language processing, and an advanced data analytics engine.

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  • Financial Wellness Solutions

    Financial Wellness Solutions

    Envestnet | Yodlee Financial Wellness Solutions provide engaging personal financial experiences with actionable insights for consumers and financial institutions.

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