Envestnet | Yodlee is a leading data aggregation and data analytics platform for financial services. They provide account aggregation solutions specifically designed for wealth management and financial advisory.
Email: sales@yodlee.com
Phone: +1 (650) 980-3600
Yodlee Client Onboarding
Category: Client Onboarding Systems
Simplifies the onboarding experience with customizable forms, enhanced data validation, and APIs to connect with existing platforms for a seamless client onboarding process..
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Envestnet | Yodlee Financial Data Platform
Access to over 17,000 global data sources, account aggregation, transaction enrichment, financial wellness tools, risk insight solutions, investment holdings data, and developer-friendly APIs with strong security protocols..
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Envestnet | Yodlee Financial Wellness Solutions
Category: Document Generation Software
Data-driven document generation for financial advisors that creates personalized financial wellness reports, investment performance documents, and financial plans. Features include automated data aggregation, personalized insights, and customized client deliverables integrated with financial planning workflows..
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