How Aggregation Transforms the Asset Transfer Process

August 17, 2018

Envestnet | Yodlee layers technology on top of the current method for transferring assets to enable a faster and easier process.

Previous Flipbook
Unlocking the Opportunities in Next-Generation Wealth Management
Unlocking the Opportunities in Next-Generation Wealth Management

Changing demographics and fast-evolving technology are generating new business potential for the advisors a...

Next Flipbook
Envestnet | Yodlee Asset Transfer Service
Envestnet | Yodlee Asset Transfer Service

The Envestnet | Yodlee Asset Transfer Service streamlines the asset transfer process and reduces investor f...