Wealth Management Solutions

March 21, 2018

Envestnet | Yodlee's Wealth Management Solutions, aggregated data and financial applications, allow you to view your client's financial life all in one place, including those assets you don't manage.

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Financial Data Aggregation - Asset Strategy Advisors
Financial Data Aggregation - Asset Strategy Advisors

“It's critical to have good information, accurate information, timely information feeding into our systems ...

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FinApp Series
FinApp Series

Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApp series enables financial service...