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.
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On-Demand Webinar: Unlocking Wealth Management Opportunities with Next-Gen Tech and Tools
In this informative session, we’ll highlight the latest advancements from Envestnet | Yodlee that transform partial security data into clear and complete investment data output.
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.
Transaction Data Enrichment
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.
Data + Intelligence for Financial Innovation
Envestnet | Yodlee is the financial data platform that improves the speed and delivery of digital financial innovation.
Transaction Data Enrichment
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.
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.

Wealth Management
Envestnet | Yodlee Wealth Management helps you gain a holistic picture of your clients’ assets and simplify asset transfers.
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.

On-Demand Webinar: Financial Wellness: Implications and Opportunities for Advisors
Learn 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

On-Demand Webinar: Making the Move to Higher Quality Investment Account Data
Watch 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.

On-Demand Webinar: Addressing the Digital Needs for Next Gen-Wealth Clients
Watch our on-demand webinar as we discuss the trends driving change and digital transformation in wealth management.

On-Demand Webinar: The Open Banking Experience: Getting on Track
Watch our on-demand webinar hosted by Finextra as we discuss open banking and how to get on track and build your PSD2 APIs.

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

On-Demand Webinar: Accelerating Advisor Productivity with Intelligent Technology
Learn how cutting-edge advisor solutions are breaking down technology barriers and get an in-depth look at the interconnected technologies that are creating new business opportunities.
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.
Best Practices for Driving the FinTech Digital Revolution
Fueled by technological advancements, shifting demographics, and consumer preferences for more personalized, intuitive user experiences.
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.
Delivering Transaction Clarity
Envestnet | Yodlee has brought clarity to unclear transaction data with Transaction Data Enrichment.
Data Intelligence: The Competitive Advantage
The latest innovations in and extensions of data science embrace behavioral psychology and machine learning to automate chores, make personalized recommendations, and provide actionable advice.
Investment Management Company Case Study
By leveraging the Envestnet | Yodlee Aggregation API, the company enabled their premium clients to aggregate all of their financial accounts.