Investment Holding

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.

Key Features

  • 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