Consumer Aggregation Benefits

August 14, 2018

In this video, we’ll explain how clients of financial advisors can leverage account aggregation to save time and make better financial decisions.

Previous Flipbook
Wealth Management Solutions: Reconciliation Service
Wealth Management Solutions: Reconciliation Service

Envestnet | Yodlee’s Reconciliation Service leverages the most accurate and complete investment data for bo...

Next Video
Financial Advisor Aggregation Benefits
Financial Advisor Aggregation Benefits

In this video, we’ll explain the benefits of aggregation to financial advisors. Encouraging clients to aggr...