Provide peace of mind
A consolidated view of a user’s holdings paired with market data can be hard to find. But with the Envestnet® | Yodlee® Investment Holdings FinApp, consumers can get a consolidated view of their holdings and an in-depth look at individual stocks.
Consumers can view their investments at a high level by sectors or asset class with this investment holdings app. They can also drill down to see individual stock charts and view changes in a variety of ways. Financial institutions and Internet innovators can gain insight on their clients’ investment holdings and asset allocations to offer the right recommendations and products to the right clients.
- View investments in a consolidated view across accounts
- View investments broken down by asset class, sector, country
- Drill down into a sector or asset class to view individual holdings
- Personalize a holdings view by adjusting attributes on display
- Drill into holdings and view the stock chart as well as cost basis and market changes