On-Demand Webinar- Account Aggregation : The Future of Wealth Management

September 7, 2018

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In a recent webinar sponsored by Envestnet | Yodlee and hosted by American Banker, speakers discussed how to use aggregation to see a fuller and more complete picture of your clients, deliver smarter, more personalized advice, improve regulatory compliance, and increase assets under management.

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Unlocking the Opportunities in Next-Generation Wealth Management

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How Aggregation Transforms the Asset Transfer Process

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Financial Data Aggregation - Asset Strategy Advisors

“It's critical to have good information, accurate information, timely information feeding into our systems so that we can collaborate with our clients.” - Kent Fitzpatrick

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Unlocking the Opportunities in Next-Generation Wealth Management

On-Demand Webinar- Account Aggregation : The Future of Wealth Management

Previous Flipbook

Next Flipbook

Other content in this Stream

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

The Envestnet | Yodlee Net Worth FinApp reports comprehensive net worth, enabling consumers to see the progress they’ve made on their path to financial wellness.

“It's critical to have good information, accurate information, timely information feeding into our systems so that we can collaborate with our clients.” - Kent Fitzpatrick

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.

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

The Envestnet | Yodlee Asset Transfer Service streamlines the asset transfer process and reduces investor friction by using proven aggregation technology.

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<p>Envestnet | Yodlee's Wealth Management Solutions, aggregated data and financial applications, allow you to view your client's financial life all in one place, including those assets you don't manag

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