Fuel Advisor Growth with Complete Client Visibility Wealth Aggregation Request a Demo Modular APIs empower wealth firms with data, intelligence, and personalized guidance. FinApps The Suite of FinApps provides a personalized, interactive financial journey for your customers. 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 Wealth Aggregation leverages Yodlee’s open banking-powered APIs to unify financial data from thousands of institutions. Advisors and clients benefit from a mobile-optimized linking experience, fast data refreshes, and visibility across account types, improving planning, trust, and growth potential. Unlock Hidden Wealth Capture held-away assets to expand managed wealth Enhance Planning Precision Deliver more accurate plans with full portfolio visibility Boost Client Engagement Increase client satisfaction and digital tool usage Integrates with leading platforms Yodlee’s Wealth Aggregation APIs embed easily into advisory portals, client dashboards, CRM, and planning platforms, enabling seamless client experiences and more productive advisor meetings. Schedule a demo Contact Us Experience the Power of Yodlee
