Wealth Management

January 6, 2021

Envestnet | Yodlee provides a flexible platform with a suite of applications and APIs to help you gain a holistic picture of your clients’ assets and simplify asset transfers so you can deliver better financial advice, offer best-in-class financial management tools, and guide more clients to financial wellness.

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Using Account Aggregation and Reconciliation to Boost Revenue
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Data Reconciliation provides a more comprehensive picture of client portfolios and better data accuracy, em...