Elevating Strategic Solutions and Advice with Enriched Financial Intelligence Wealth Management Get started The challenge Transforming Wealth Advisory Visibility A national wealth advisory firm needed a holistic financial view across held-away accounts to deliver more personalized advice but lacked reliable access to client data and portfolio-level context. The Solution Enabling Personalized, Insightful Advice Yodlee enabled secure aggregation of external accounts, giving advisors a unified view and actionable insights. The result: more relevant guidance, stronger client relationships, and increased wallet share - the portion of a customer's total spending or financial assets. Benefits for your industry Advisory models are shifting, and wealth managers must deliver transparency, personalization, and trust at scale. Yodlee equips firms to turn data into deeper insights and enduring relationships. Unified Client Views Aggregate and enrich client-selected accounts for a 360-degree financial picture. Flexible Planning Tools Support personalized wealth journeys with built-in budgeting, savings, and retirement modeling. Scalable Client Onboarding Automate data collection and reduce advisor prep time with digital workflows. Open Finance Infrastructure Build flexible, integrated advisor platforms with real-time data. Resources Yodlee Provides Tailored Cases Our wealth solutions help firms integrate, personalize, and scale their client experience, while keeping performance and digital ease in balance. Resource Library Case Study Enhance Wealth Management Efficiency As the wealth management industry evolves, Advisor360 is leading innovation by simplifying the advisor-client experience. Discover how its strategic partnership with Yodlee empowers firms to deliver more personalized, data-driven financial services. Read now Video Why Use Asset Transfer Verification? Hear from our Director, Strategic Client Partner on how Yodlee can help users facilitate the transfer of outside assets into a particular institution. Watch now Case Study TradeSmith TradeSmith needs to aggregate a significant amount of data from brokers around the globe to empower investors with the necessary tools to make informed decisions regarding their portfolios. Download our case study to learn about the solution. Read now Client Testimonial “The goal is to simplify the advisor experience. By offering a single, streamlined platform, we enable advisors to provide more tailored and effective financial advice.” Rob Bateman, Senior Vice President, Advisor 360° contact us Experience the Power of Yodlee
