Wealth Management

Digital Holistic Wealth Management Solutions

Transform your financial institution or wealth advisor firm interactions with investors using personalized wealth management solutions from Envestnet | Yodlee. Accessing a holistic view of client financial data across both banking and wealth management from tens of millions of consumers, financial advisors can gain valuable insights and a clearer understanding of their customers’ financial positions to customize advice, recommendations, and product offerings to help affluent investors achieve their financial wellness goals.

Grow client relationships with digital wealth management solutions

  • Intelligent, easy-to-use dashboards and financial wellness tools enable financial advisors to see their clients’ financial situations and tailor their advice for each client’s needs
  • Advisors can offer customers innovative digital financial wellness tools at a glance, complimenting face-to-face meetings.
  • With a complete view of clients’ financial profile across both retail banking and wealth management from tens of millions of consumers, financial institutions and brokerages can cross-sell products and services that best fit the needs of their clients, gaining higher satisfaction ratings.
  • 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

Establish New and Engaged Investors

Go beyond traditional tools that merely organize historical financial information to providing your customers with actionable financial tools and guidance with the Envestnet | Yodlee Financial Wellness Solution. Powered by state-of-the-art data intelligence, our financial wellness solution is designed to help users not only manage, but improve, their financial lives. Deployed as FinApps or APIs across a spectrum of devices, user interfaces, and platforms, our proactive solution offers everything you need to make deeper and more meaningful connections with your customers.


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.

Access income and wealth data in Salesforce®.

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 >

Wealth Management Solution

Envestnet | Yodlee Wealth Management

With Envestnet | Yodlee’s Wealth Management Solution’s aggregated data and financial applications, you can view your client’s financial life all in one place, including the assets you don’t manage.

Build your Solution with our Products

Drive financial wellness across digital channels with predictive and actionable financial wellness tools that empower your customers to reach their financial goals.

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.