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

September 7, 2018

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
Unlocking the Opportunities in Next-Generation Wealth Management

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

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How Aggregation Transforms the Asset Transfer Process
How Aggregation Transforms the Asset Transfer Process

Envestnet | Yodlee layers technology on top of the current method for transferring assets to enable a faste...