Equip Advisors with Up-to-Date Client Intelligence Advisor View Request a demo Key Features How we are transforming wealth engagement In Your Workflow Surface client financial insights directly within your CRM Up-to-Date Insights Eliminate silos and enable contextual advice with current data Customize Views Customize access and visibility to meet firm-level policies Streamlined Streamline workflows by eliminating platform switching All-in-one Advisory Insights powers personalized, compliant, and efficient advising. Smart Plan Connects Yodlee’s FinApps, analytics tools, and aggregation platform. Learn more Asset Transfer Verification Uses hosted FastLink and APIs to link, verify, and enrich data from external investment accounts. Learn more Wealth Aggregation Modular APIs empower wealth firms with personalized intelligence. Learn more How it works Advisory Insights embeds directly into your CRM, giving advisors frictionless access to clients’ PFM activities, assets, and financial trends. This visibility enables richer conversations and personalized service delivery without leaving their workflow. Provide Relevant Guidance Deliver contextual advice using up-to-date client data Optimize Advisor Workflow Improve advisor efficiency through CRM integration Strengthen Access Control Enforceable and configurable access settings Unified Experience Integrates with leading platforms Advisory Insights connects to popular CRM and wealth platforms, empowering your advisors to use insights without disrupting their daily tools or risking security. What our clients are saying “Data aggregation is key, with Yodlee, we've been able to ensure advisors have all the information they need to offer the most accurate and personalized advice possible.” Rob Bateman, Senior Vice President, Advisor 360 contact us Experience the Power of Yodlee
