Wealth Management

Digital Holistic Wealth Management Solutions

Transform how your financial institution or wealth advisory firm interacts with investors with wealth management solutions from Envestnet® | Yodlee®. With a holistic view of client financial data, financial advisors can gain a clearer understanding of their customers’ financial situations and customize advice, recommendations, and product offerings to help affluent investors meet their goals.

Grow client relationships with digital wealth management solutions

  • Intelligent, easy-to-use dashboards and wealth management tools enable financial advisors to see their clients’ financial situations and tailor their advice for each client’s needs
  • Advisors can showcase individual client portfolios at a glance in face-to-face meetings and also offer customers innovative online wealth management tools
  • With a complete view of clients’ financial profile, financial institutions and brokerages can cross-sell products and services that best fit the needs of their clients
  • Unprecedented access and transparency for both investors and their advisors enables advisory firms to better serve the growing wealth segment and bring more assets under management

Tap Into the New and Engaged Population of Investors

Leverage the data from Envestnet | Yodlee Wealth Management to deepen collaboration with investors, advisors can develop long-term investment strategies that make sense for their clients. They can also identify opportunities to increase assets under management from within their existing customer base. Use FinApps individually, combine them to meet specific needs, fold them into your existing website, or leverage them to build your own apps.

Reconciliation

Reconciliation-ready services combined with the Envestnet | Yodlee data aggregation platform, enables advisors to integrate held away and non-traditional assets into their portfolio accounting systems to provide holistic advice.

Our income and wealth data. In a Salesforce environment.

With Envestnet | Yodlee’s data on the Salesforce® platform, wealth management advisors can get a single, comprehensive view of clients’ financial data along with CRM to holistically manage their clients’ financial lives. Learn more >

Envestnet | Yodlee Wealth Management

Find out why, how, when and where millions of consumers are spending their money. Identify spending patterns and gain deep insights to drive your marketing effectiveness.

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Build your Solution with our Products

Use FinApps individually, combine them to meet specific needs, fold them into your existing website, or leverage them to build your own apps.

Build the next generation of innovative and disruptive financial solutions using our APIs and cloud platform.

Our analytical financial data can help you identify key consumer financial trends and fine-tune market strategies to better attract and engage consumers.