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 for your investors.
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The Digital Revolution in Wealth Management is Here. Prepared?
Working seamlessly with financial institutions’ existing technology, the Envestnet | Yodlee Wealth Manageme...
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On-Demand Webinar: Digitizing Your Wealth Advice and Services to Increase Client Engagement Post-COVID
Watch our on-demand webinar to hear our speakers discuss how these changing expectations and requirements for digital can increase opportunities for wealth advisors and firms that are ready.
On-Demand Webinar: Unlocking Wealth Management Opportunities with Next-Gen Tech and Tools
In this informative session, we’ll highlight the latest advancements from Envestnet | Yodlee that transform partial security data into clear and complete investment data output.
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.
Channel Partner Overview
Envestnet | Yodlee channel partners are equipped with the financial solutions, tools, technology, and support to drive growth and meet financial service providers’ increasing needs.
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.
Financial Wellness Solutions
Envestnet | Yodlee Financial Wellness Solutions, powered by data intelligence, provide engaging personal financial experiences with actionable insights for consumers and financial institutions.
Data + Intelligence for Financial Innovation
Envestnet | Yodlee is the financial data platform that improves the speed and delivery of digital financial innovation.
Critical Questions on Data Intelligence for Financial Institutions
Envestnet | Yodlee Data Intelligence leverages transaction-level data for data analytics and market research.
Delivering Transaction Clarity
Envestnet | Yodlee takes confusing transaction data and translates it into clear, easy-to-read information.
Drive Your Innovation with the Envestnet | Yodlee Financial Data Aggregation Platform
The Envestnet | Yodlee Aggregation API supports the development of financial apps by providing authorized and secure access to real-time data for customers’ bank, credit card, investment.
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.
Transaction Data Enrichment
Envestnet | Yodlee Transaction Data Enrichment is a part of our Financial Cloud Platform. Yodlee Transaction Data Enrichment automatically scans raw, unsorted credit card and transaction data.
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.
Envestnet | Yodlee Wealth Management helps you gain a holistic picture of your clients’ assets and simplify asset transfers.
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.
On-Demand Webinar: Financial Wellness: Implications and Opportunities for Advisors
Learn how the emerging financial wellness marketplace and how advisors are expanding their services to address the client’s entire household, and the segments of clients they support
On-Demand Webinar: Making the Move to Higher Quality Investment Account Data
Watch our on-demand webinar and learn how your wealth management firm can access better data to deliver more strategic financial advice, and uncover intelligent business insights.
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.
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.
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