Home » Wealth Management » The Digital Revolution in Wealth Management is Here. Prepared?

× Share this Presentation

Facebook
Twitter
Email
LinkedIn

You’re seconds away from accessing this content

First Name

Last Name

Company Name

Country

Phone Number - optional

I would like to receive marketing materials from Yodlee

Thank you!

Error - something went wrong!

The Digital Revolution in Wealth Management is Here. Prepared?

May 9, 2017

Share this Flipbook
Facebook
Twitter
Email
LinkedIn

Working seamlessly with financial institutions’ existing technology, the Envestnet | Yodlee Wealth Management solution enables financial institutions to better serve digitally savvy and self-directed investors, while unlocking new and existing revenue streams and increasing customer loyalty.

Previous Flipbook

FinApp Developers See Opportunity in Wealth Management Apps Targeting the Mass Affluent

The time is ripe for talented developers to create new wealth management solutions. Companies like yours pa...

Next Flipbook

Capitalizing on Innovation: Trends in Wealth Management

In this eBook, we’ll examine four major wealth management trends and opportunities to sharpen your competit...

Other content in this Stream

Using Account Aggregation and Reconciliation to Boost Revenue

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.

Read Flipbook

2:36

Financial Advisor Aggregation Testimonial

Blake Kannady, a former financial advisor at a top 5 wealth management firm, describes how both he and his clients benefited from financial data aggregation.

Watch Video

0:56

FinApp: Envestnet | Yodlee Investment Holdings

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

Watch Video

0:59

FinApp: Envestnet | Yodlee Net Worth

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

Watch Video

2:13

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

Watch Video

Unlocking the Opportunities in Next-Generation Wealth Management

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.

Read Flipbook

59:20

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

This 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

Watch Video

Using AI to Improve Financial Health eBook

This eBook explores new financial wellness tools that financial institutions can provide to their customers that are not only desirable, but necessary given consumer expectations.

Read Flipbook

Envestnet | Yodlee AI FinCheck Data Sheet

The AI FinCheck FinApp is an AI-driven financial wellness assistant that dynamically monitors financial health and provides actionable guidance.

Read Flipbook

2:06

Wealth Management Solutions

<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

Watch Video

Best Practices for Driving the FinTech Digital Transformation

The emergence of new and disruptive financial technology is fueling the need for innovation by traditional financial institutions.

Read Flipbook

FinApp Developers See Opportunity in Wealth Management Apps Targeting the Mass Affluent

The time is ripe for talented developers to create new wealth management solutions. Companies like yours partner with Envestnet | Yodlee to deploy comprehensive APIs to provide real-time account.

Read Flipbook

Capitalizing on Innovation: Trends in Wealth Management

In this eBook, we’ll examine four major wealth management trends and opportunities to sharpen your competitive edge and create a more personalized and meaningful wealth management experience.

Read Flipbook

Creating Engaging and Empowering Wealth Management Tools Solution Brief

Read Flipbook

Envestnet | Yodlee Wealth Management

Envestnet | Yodlee Wealth Management is a suite of tools and enhanced wealth data that transforms how financial institutions interact with self-directed investors.

Read Flipbook

Envestnet | Yodlee Wealth Management Solutions: Account Aggregation

With Envestnet | Yodlee’s Account Aggregation, you can gain a complete view of your investor’s entire financial profile in order to deliver informed investment advice that’s in their best interest.

Read Flipbook

Envestnet | Yodlee Wealth Management Solutions: Investment Options Service

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.

Read Flipbook

Envestnet | Yodlee Aggregation Platform for Salesforce Financial Services Cloud

The Envestnet | Yodlee integration with the Salesforce Financial Services Cloud provides advisors a single, comprehensive view of the data they need to build deeper one-to-one client relationships.

Read Flipbook

Envestnet | Yodlee Wealth Management Solutions: Asset Classification Service

Enrich your investment advice and reporting with asset classification, and risk and reward data with Envestnet | Yodlee’s Asset Classification Service.

Read Flipbook

Envestnet | Yodlee 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.

Read Flipbook

Return to Home