The Future of Advice: Intelligent Signals for Home Offices, Advisors, and Consumers Executive Summary

Wealth management is evolving from a reactive service model to one rooted in anticipatory advice, where advisors engage clients proactively with timely, relevant guidance.

Leveraging decades of experience and unparalleled visibility into held-away assets, Yodlee helps advisors identify the “moments that matter” in a client’s financial life, such as job changes, inheritances, or behavioral shifts. These fact-based signals provide real-time intelligence that advisors can act on, transforming insight into meaningful engagement.

_{The content, information references, and supporting details in this document are representative as of January 5, 2026.}