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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Open Banking Introduction
Open Banking Introduction

Envestnet | Yodlee is uniquely prepared to integrate open banking into our solutions.

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Demo at FinovateFall Digital 2020
Demo at FinovateFall Digital 2020

Watch our demo at FinovateFall to see how Insights Solutions enable FSPs to build and scale hyper-personali...