Envestnet | Yodlee Aggregation Platform for Salesforce Financial Services Cloud

May 9, 2017

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, make smarter investment decisions, and engage with clients on any device.

Previous Flipbook
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(...

Next Flipbook
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 Envest...