Wealth Management Solutions

Wealth Management Solutions

Find out why many of the top wealth management firms rely on Envestnet | Yodlee for their financial data.

The Best Advice Starts with the Best Data

Wealth Solutions

We help wealth management firms access better data, deliver better financial advice, offer best-in-class tools, and uncover intelligent business insights to grow their practices.

Superior Data

Access the most accurate and comprehensive financial data from over 17,000 global data sources

Investment Data Enrichment

Gain a comprehensive, accurate, and timely view of investment holdings and transactions with clear, descriptive, and enriched data


Save time and reduce overhead with our outsourced solution for performance reconciliation and portfolio accounting

Easy-to-Use Tools & APIs

Offer apps and experiences designed with advisors and their clients in mind, ensuring they are user-friendly and engaging

Operational Efficiency

Lower costs and reduce overhead with less manual data intervention and fewer escalations due to trading and reporting errors

Complex Use Cases

Ensure proper identification and accuracy for preferred stock, options, collective investment trusts, mortgage-backed securities, and more

Get Started With Wealth Management Solutions

Data You Can Depend On

Make the Move to Higher Quality Wealth Data

At Envestnet | Yodlee, we know the best advice starts with the best data, and that’s why we aggregate data from over 17,000 global data sources and also clean and enrich it. The quality, depth, and breadth of our data makes it ideal for a wide range of wealth management needs – from reconciliation and performance reporting, to retirement and investment strategies, personalised financial planning, detailed data analysis, and more.

With Envestnet | Yodlee’s industry leading wealth solutions and the very best data, you can:

  • Gain a holistic picture of your clients’ assets so you can uncover valuable insights and deliver more strategic advice
  • Recommend investments with confidence and deliver advice that’s in clients’ best interests, based on a more complete understanding of their financial positions
  • Grow your book of business by identifying opportunities to grow your clients’ wealth, expand assets under management, and cross-sell products and services that fit investors’ needs
  • Serve more clients, more effectively, with customisable digital advice solutions and wealth management tools
  • Reduce back office costs with a fully automated reconciliation process and the ability to use a single vendor to classify, normalise, and standardise data sets across all security types
  • Help ensure that your client data is safe from outside interference with bank-level security and encryption technology and adherence to leading industry practices for data security, regulatory compliance, and privacy

Envestnet | Yodlee is the only financial data aggregator to:

  • Depend on our own wealth data for wealth management, financial planning, reporting, and trading solutions
  • Offer enriched transaction data using portfolio accounting standards
  • Offer advanced security normalisation and data analytics

With leading data aggregation, investment data enrichment, reconciliation, and more, our wealth management solutions offer numerous advantages for advisors, their wealth management firms, and their clients.

Powering Dynamic Innovation for Financial Services
Wealth Management


Unlocking Opportunities in Next-Gen Wealth Management

Changing demographics and evolving technology are generating new business potential for advisors and wealth management firms. Here’s what you need to know to take advantage of the opportunities.

  • Millennials and Technology
  • Technology Trends
  • New Solutions and Tools
  • The Role of Digital Advice

Envestnet’s Unified Advice

Built to Deliver Advanced Wealth Reporting and Analytics

As a broader organisation, we help Envestnet bring a variety of wealth solutions to the table, offering a unified approach to financial wellness and wealth management. In addition to financial data aggregation, a combination of financial planning, investing, and data analytics solutions provide value for advisors and their firms.

Holistic Financial Planning Tools

Dynamic planning tools through the FinApp series and MoneyGuide make it easy to view held and held-away financial data for an advisor’s entire book of business and deliver a complete financial picture.

Reporting, Trading, and CRM

Offering the most comprehensive technology solution for RIAs, Envestnet | Tamarac’s RIA software supports core wealth management functions like trading, rebalancing, and reconciliation, and fuels portfolio management services like performance reporting and billing. 

Insights and Analytics

Envestnet | Yodlee’s integrated analytics allows advisors to track the growth of their practices, monitor KPIs, and benchmark against peers. Plan and forecast expenses, revenue activities, and trends.