FinApp: Envestnet | Yodlee Investment Holdings

December 4, 2018

With Envestnet | Yodlee Investment Holdings, part of our FinApp, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, options, and more.

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Financial Advisor Aggregation Testimonial
Financial Advisor Aggregation Testimonial

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

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FinApp: Envestnet | Yodlee Net Worth
FinApp: Envestnet | Yodlee Net Worth

Envestnet | Yodlee Net Worth reports comprehensive net worth, enabling consumers to see the progress they’v...