How Envestnet | Yodlee APIs Help Wealth Managers Increase Their Output

Wealth management can be a time consuming and detail-oriented job, so much so that wealth managers are often limited in the number of clients that can be helped. What if there was a way to fully analyze and understand each client's financial standing, create custom products and opportunities for them, and manage the portfolios of every client in your wealth management practice? The Envestnet | Yodlee APIs can help make wealth management professionals lives easier by improving wealth advisory interactions, provide a holistic view of clients' financial data, and help uncover valuable insights that let advisors make better, more personalized recommendations. Rather than making blanket statements or spending hours trying to figure out a custom solution for just a few higher-dollar clients, our various APIs can help create more custom solutions for more clients in a shorter amount of time. With Envestnet Intelligence, advisors can easily get answers in real-time to key business questions across desktop, mobile, and Amazon Alexa-enabled devices. Financial institutions can customize the information they need through interactive playlists, then seamlessly socialize this information across the organization. Envestnet Intelligence can also provide guidance on which questions to ask by leveraging deep industry knowledge and data science, and organizing the questions based on specific needs. With the Envestnet | Yodlee Financial Wellness Solution, years of historical financial information help provide actionable guidance to automate and improve daily financial management around spending, saving, borrowing, and long-term planning.. Relying on state-of-the-art data intelligence, advisors can help clients manage and improve their financial lives. The Envestnet | Yodlee Platform API  reconciles financial data from over 18,0000 data sources to create a holistic picture of each client's financial health. You can easily integrate this data into a wealth management system, rather than dealing with a lot of messy copy-pasting, trying to make the data formats fit into your own system. This can also help you find new products and services you can cross-sell to better fit the needs of your clients. And best of all, you can even access this wealth and income data through your Salesforce CRM, which lets you manage your clients' financial portfolios within a single interface, rather than switching between two different systems. Finally, the security of your clients financial data is paramount, so we use bank-level security and encryption technology, ensuring that your client data is safe from outside interference. In the end, Envestnet | Yodlee's digital holistic wealth management solutions let you serve more clients more thoroughly in less time. With our Financial Wellness Solution, you can provide the same deep analysis and customization of products for all of your clients. This creates more opportunities for you and increases the satisfaction of all your clients. To learn more about the Envestnet | Yodlee Financial Wellness solution, you can download our data sheet on the subject, or visit our website. If you're a fintech developer working in the wealth management vertical, you can learn more about our various APIs and solutions on our website