Wealth Management

  • 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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  • 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

    This webinar discusses how to use aggregation to see a more complete picture of your clients, deliver smarter, more personalized advice, improve regulatory compliance, and increase assets under manage

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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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  • 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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  • 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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  • Envestnet | Yodlee Wealth Management

    Envestnet | Yodlee Wealth Management

    Envestnet | Yodlee Wealth Management is a suite of tools and enhanced wealth data that transforms how financial institutions interact with self-directed investors.

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  • Envestnet | Yodlee Wealth Management Solutions: Account Aggregation

    Envestnet | Yodlee Wealth Management Solutions: Account Aggregation

    With Envestnet | Yodlee’s Account Aggregation, you can gain a complete view of your investor’s entire financial profile in order to deliver informed investment advice that’s in their best interest.

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  • Envestnet | Yodlee Wealth Management Solutions: Investment Options Service

    Envestnet | Yodlee Wealth Management Solutions: Investment Options Service

    With Envestnet | Yodlee’s Investment Options Service, you can gain an understanding of your investors’ 401(k) plans, and the investment options available to them.

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  • Envestnet | Yodlee Aggregation Platform for Salesforce Financial Services Cloud

    Envestnet | Yodlee Aggregation Platform for Salesforce Financial Services Cloud

    The Envestnet | Yodlee integration with the Salesforce Financial Services Cloud provides advisors a single, comprehensive view of the data they need to build deeper one-to-one client relationships.

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  • Envestnet | Yodlee Wealth Management Solutions: Asset Classification Service

    Envestnet | Yodlee Wealth Management Solutions: Asset Classification Service

    Enrich your investment advice and reporting with asset classification, and risk and reward data with Envestnet | Yodlee’s Asset Classification Service.

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