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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.

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Start with the best financial data at massive scale, and finish with industry leading wealth management tools and analytics. With the most comprehensive and accurate data, Envestnet | Yodlee enables firms across the advice continuum to provide better holistic financial planning and advice, deliver best-in-class wealth tools to get clients onboarded and engaged, and gain intelligent business insights to grow their practice. In business since 1999, Envestnet | Yodlee provides you with the in-depth domain expertise and scalable solutions you need to succeed.

To find out how advisors are using aggregation and reconciliation to attract clients, increase revenue, and more, download our whitepaper.

Read the Whitepaper to Discover:

  • Research showing advisors are increasing their revenue with aggregation
  • How account reconciliation maximizes the power of aggregation
  • Why clients using aggregation are more likely to transfer their assets to your firm
  • 6 valuable use cases for reconciliation, including building your own apps
  • How aggregation and reconciliation services from Envestnet | Yodlee empower advisors