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.

Envestnet | Yodlee Wealth Management Solutions

Envestnet | Yodlee Wealth Management Solutions

Envestnet | Yodlee's Wealth Management solutions, aggregated data and financial applications, allow you to view your client's financial life all in one place, including those assets you don't manage.

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 API 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.

Related Resources

Envestnet | Yodlee Data Analytics for Retail + Commerce Signals Data Sheet

The Explosion of Data How to Harness It into Holistic Wealth Advice Whitepaper

Wealth management firms need to improve the scalability of their IT systems, build the capability to process diverse sources of data, and integrate disparate solutions.
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Envestnet | Yodlee Data Analytics for Retail + Commerce Signals Data Sheet

The Digital Revolution in Wealth Management is Here. Prepared?

Working seamlessly with financial institutions’ existing technology, the Envestnet | Yodlee Wealth Management solution enables financial institutions to better serve digitally savvy.
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Envestnet | Yodlee Data Analytics for Retail + Commerce Signals Data Sheet

Can Your Wealth Management Firm Stand Up To The New Wave of Fintech Disruptors Whitepaper

In a seismic shift that is both technologically- and generationally-driven, digitally-savvy investors are increasingly demanding the ability to manage personal investment assets.
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