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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AI FinCheck
AI FinCheck

The AI FinCheck FinApp is an AI-driven financial wellness assistant that dynamically monitors financial hea...

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Bank Reconciliation - Yodlee Interactive + Xero
Bank Reconciliation - Yodlee Interactive + Xero

"Designed for mobile business, Xero’s online accounting solution for small business allows real-time financ...