Personal Capital™ combines digital wealth management tools with sophisticated, objective advice from registered financial advisors to help people manage their money. Its award-winning apps enable users to effortlessly view their entire financial life in one place.
1:01:15Watch our on-demand webinar to hear our speakers discuss how these changing expectations and requirements for digital can increase opportunities for wealth advisors and firms that are ready.
35:20In this informative session, we’ll highlight the latest advancements from Envestnet | Yodlee that transform partial security data into clear and complete investment data output.
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 channel partners are equipped with the financial solutions, tools, technology, and support to drive growth and meet financial service providers’ increasing needs.
Envestnet | Yodlee not only seamlessly collects and acquires financial data, but also cleanses and enriches it to enable the insights that set your financial apps and services apart from the rest.
Envestnet | Yodlee Financial Wellness Solutions, powered by data intelligence, provide engaging personal financial experiences with actionable insights for consumers and financial institutions.
Envestnet | Yodlee is the financial data platform that improves the speed and delivery of digital financial innovation.
Envestnet | Yodlee Data Intelligence leverages transaction-level data for data analytics and market research.
Envestnet | Yodlee takes confusing transaction data and translates it into clear, easy-to-read information.
The Envestnet | Yodlee Aggregation API supports the development of financial apps by providing authorized and secure access to real-time data for customers’ bank, credit card, investment.
With Envestnet | Yodlee’s Investment Options Service, you can gain an understanding of your investors’ 401(k) plans, and the investment options available to them.
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.
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.
2:00Envestnet | Yodlee Wealth Management helps you gain a holistic picture of your clients’ assets and simplify asset transfers.
The emergence of new and disruptive financial technology is fueling the need for innovation by traditional financial institutions.
58:58Learn 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
19:03Watch 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.
57:24Watch our on-demand webinar as we discuss the trends driving change and digital transformation in wealth management.
1:04:44Watch our on-demand webinar hosted by Finextra as we discuss open banking and how to get on track and build your PSD2 APIs.
59:20This 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
