Accelerate Transfers. Grow Managed Assets. Asset Transfer Verification Request a demo Key Features How we are transforming asset transfer workflows Brokerage Matching Identify and verify brokerage accounts across 140+ data providers Data Accuracy Enrich and normalize investment holdings to ensure data accuracy Key Transfer Data Retrieve account holder ID, registration type, and key transfer data Seamless Workflow Integrate seamlessly using FastLink and APIs with your digital workflows Reporting Receive exception reporting and support tools through My Yodlee All-in-one Unified Platform Driving Onboarding and Asset Growth Wealth Aggregation Modular APIs empower wealth firms with data, intelligence, and personalized guidance. Learn more Advisory Insights Advisory Insights connects seamlessly with Yodlee’s financial data and enrichment platform. Learn more Smart Plan Connects Yodlee’s FinApps, analytics tools, and aggregation platform. Learn more How it works Asset Transfer Verification uses hosted FastLink and APIs to link, verify, and enrich data from external investment accounts. By populating your systems with clean, complete account details, it enables smooth, digital asset transfer workflows and supports advisor-led onboarding. Simplify Transfer Processes Streamline Automated Customer Account Transfer (ACAT) and transfer processes with reconciled data Enhance Investment Decisions Improve decisioning with enriched and normalized holdings Accelerate Seamless Integration Integrate quickly with hosted UI and flexible APIs Unified Experience Integrates with leading platforms Our solution fits into digital onboarding and transfer flows with hosted UI and API support, enabling fast deployment and better advisor and investor experiences. What our clients are saying “We use Asset Transfer Verification to get statements and the accounts from external financial institutions for our roll-over process.” Product Director, TIAA contact us Experience the Power of Yodlee
