Wealth Management Solutions

Wealth Management Solutions

Find out why many of the top wealth management firms rely on Envestnet | Yodlee for their financial data.

The Best Advice Starts with the Best Data

Wealth Solutions

We help wealth management firms access better data, deliver better financial advice, offer best-in-class tools, and uncover intelligent business insights to grow their practices.

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Superior Data

Access the most accurate and comprehensive financial data from over 17,000 global data sources

Investment Data Enrichment

Gain a comprehensive, accurate, and timely view of investment holdings and transactions with clear, descriptive, and enriched data

Reconciliation

Save time and reduce overhead with our outsourced solution for performance reconciliation and portfolio accounting

Easy-to-Use Tools & APIs

Offer apps and experiences designed with advisors and their clients in mind, ensuring they are user-friendly and engaging

Operational Efficiency

Lower costs and reduce overhead with less manual data intervention and fewer escalations due to trading and reporting errors

Complex Use Cases

Ensure proper identification and accuracy for preferred stock, options, collective investment trusts, mortgage-backed securities, and more

Powering Dynamic Innovation for Financial Services
500M+
LINKED ACCOUNTS
30M+
USERS WORLDWIDE
50+
PATENTS

Video

Wealth Management

Learn more about how the Envestnet | Yodlee Wealth Management solution can help you gain a holistic picture of your clients’ assets and simplify asset transfers so you can deliver better financial advice, offer best-in-class financial management tools, and guide more clients to financial wellness.

  • HYPER-PERSONALIZED ADVICE
  • ENRICHED DATA
  • SUITE OF APPLICATIONS
  • FLEXIBLE PLATFORM
Wealth Management

Whitepaper

Unlocking Opportunities in Next-Gen Wealth Management

Changing demographics and evolving technology are generating new business potential for advisors and wealth management firms. Here’s what you need to know to take advantage of the opportunities.

  • Millennials and Technology
  • Technology Trends
  • New Solutions and Tools
  • The Role of Digital Advice

Wealth Management Insights & Information

Explore case studies, videos, white papers, and more that deep dive into our wealth management solutions and how Envestnet | Yodlee has helped countless financial institutions.

Envestnet’s Unified Advice

Built to Deliver Advanced Wealth Reporting and Analytics

As a broader organization, we help Envestnet bring a variety of wealth solutions to the table, offering a unified approach to financial wellness and wealth management. In addition to financial data aggregation, a combination of financial planning, investing, and data analytics solutions provide value for advisors and their firms.

Holistic Financial Planning Tools

Dynamic planning tools through the FinApp series and MoneyGuide make it easy to view held and held-away financial data for an advisor’s entire book of business and deliver a complete financial picture.

Reporting, Trading, and CRM

Offering the most comprehensive technology solution for RIAs, Envestnet | Tamarac’s RIA software supports core wealth management functions like trading, rebalancing, and reconciliation, and fuels portfolio management services like performance reporting and billing. 

Insights and Analytics

Envestnet | Yodlee’s integrated analytics allows advisors to track the growth of their practices, monitor KPIs, and benchmark against peers. Plan and forecast expenses, revenue activities, and trends.