Get Financial Health Insight
Assets & Liabilities, In One Place
Gaining big picture insight about finances is only possible with a detailed view of assets and liabilities. With our Financial Data Aggregation API, you can get a complete view of assets and liabilities from a user's bank accounts, loans, credit cards, investments and more. The foundation that financial wellness is built on, asset aggregation can help financial advisors grow their practice while maximising financial opportunities for customers.
Key Benefits
Drive Results with Asset Aggregation
With asset and liability data, it's easy to see where customers stand on the path toward financial wellness and help them take the next best step.
Holistic View
A full financial view makes it easy to personalise asset management recommendations and deliver impactful financial planning.
Easy Customer Onboarding
In just a few clicks, users are onboarded and connected to a critical snapshot of their financial wellness.
Comprehensive Coverage
As the leader in aggregation, we deliver data from the largest global institutions to the credit union down the street.
Wellness Insight
Assets and liabilities enable you and your customers to see the progress made toward financial wellness.
Real-Time Data
With updates on their investment values and other assets, your users can feel confident that they’re in the know with their financial assets..
Personalised Advice
Asset and liability data makes it easier to create a financial plan that’s on track with your users’ goals.
360-View of Client’s Financial Picture
Why Should You Use An Asset Finance Aggregator?
An asset finance aggregator makes it simple for independent broker-dealers and registered investment advisers to get a 360-view of their client’s financial picture. This eliminates the need to collect paper statements and manually enter data that isn’t current, saving advisors and clients significant amounts of time and energy.
With real-time visibility into your client’s financial information, Envestnet | Yodlee’s asset aggregation services can help you make more informed decisions based on all their assets – not just the ones you’re managing. This valuable insight makes it easier to add value and identify opportunities to improve your clients’ overall financial picture.
Knowledge and Know-How
Browse our eBooks, data sheets, white papers, and more to find out how you can use aggregated account info for deeper customer connections.