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 and to help guide them on their financial journey.
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Envestnet | Yodlee Wealth Management helps you gain a holistic picture of your clients’ assets and simplify asset transfers.
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.
Envestnet | Yodlee Financial Wellness Solutions provide engaging personal financial experiences with actionable insights for consumers and financial institutions.
Envestnet | Yodlee Transaction Data Enrichment is a part of our Financial Cloud Platform. Transaction Data Enrichment automatically scans raw, unsorted credit card and transaction data.
Envestnet | Yodlee Financial Wellness Solutions provide engaging personal financial experiences with actionable insights for consumers and financial institutions.
AI FinCheck, part of our FinApp series, is an AI-driven financial wellness assistant that dynamically monitors financial health and provides actionable guidance.
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.
The emergence of new and disruptive financial technology is fueling the need for innovation by traditional financial institutions.
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.

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

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.

Watch our on-demand webinar as we discuss the trends driving change and digital transformation in wealth management.

Watch our on-demand webinar hosted by Finextra as we discuss open banking and how to get on track and build your PSD2 APIs.

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

Learn how cutting-edge advisor solutions are breaking down technology barriers and get an in-depth look at the interconnected technologies that are creating new business opportunities.
Working seamlessly with financial institutions’ existing technology, the Envestnet | Yodlee Wealth Management solution enables financial institutions to better serve digitally savvy.
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.
Fueled by technological advancements, shifting demographics, and consumer preferences for more personalized, intuitive user experiences.
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.
Envestnet | Yodlee has brought clarity to unclear transaction data with Transaction Data Enrichment.