Wealth Management Solutions: Reconciliation Service

Envestnet | Yodlee’s Reconciliation Service leverages the most accurate and complete investment data for both managed, and non-managed accounts for use in your investor consultations, performance reports, and portfolio accounting systems.

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Wealth Management Solutions: Asset Classification Service
Wealth Management Solutions: Asset Classification Service

Enrich your investment advice and reporting with asset classification, and risk and reward data with Envest...

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Consumer Aggregation Benefits
Consumer Aggregation Benefits

In this video, we’ll explain how clients of financial advisors can leverage account aggregation to save tim...