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.
Changing demographics and fast-evolving technology are generating new business potential for the advisors a...
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Watch our on-demand webinar to explore how tools like ACATS streamlines advisor workflows by aggregating and verifying account information to accelerate the asset transfer process while reducing risk.
Watch our on-demand webinar to hear our speakers discuss how these changing expectations and requirements for digital can increase opportunities for wealth advisors and firms that are ready.
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.
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.
Envestnet | Yodlee channel partners are equipped with the financial solutions, tools, technology, and support to drive growth and meet financial service providers’ increasing needs.
Envestnet | Yodlee Account Verification provides a safe, secure, and fast way for companies to bring consumers on board quickly and efficiently.
Envestnet | Yodlee not only seamlessly collects and acquires financial data, but also cleanses and enriches it to enable the insights that set your financial apps and services apart from the rest.
AI FinCheck, part of our FinApp series, is an AI-driven financial wellness assistant that dynamically monitors financial health and provides actionable guidance.
Envestnet | Yodlee Transaction Data Enrichment is a part of our Financial Cloud Platform. Transaction Data Enrichment automatically scans raw, unsorted credit card and transaction data.
By leveraging enriched data and artificial intelligence, our Financial Wellness Solution helps financial institutions and fintech developers provide actionable financial guidance to their customers.
Envestnet | Yodlee Financial Wellness Solutions, powered by data intelligence, provide engaging personal financial experiences with actionable insights for consumers and financial institutions.
Envestnet | Yodlee is the financial data platform that improves the speed and delivery of digital financial innovation.
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.
Envestnet | Yodlee Data Intelligence leverages transaction-level data for data analytics and market research.
Envestnet | Yodlee takes confusing transaction data and translates it into clear, easy-to-read information.
The Envestnet | Yodlee Aggregation API supports the development of financial apps by providing authorized and secure access to real-time data for customers’ bank, credit card, investment.
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.
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.
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.
The emergence of new and disruptive financial technology is fueling the need for innovation by traditional financial institutions.