Benefits
Yodlee aggregates and analyzes financial data using direct feeds to more than 15,500 sources, including financial institutions, billers, and reward networks.
Make your portal the single online destination for your clients to access a complete picture of their finances.
Deliver broader, more sophisticated financial advice based on all your client’s assets and liabilities.
Provide your clients with an easy way to link held-away accounts and a rewarding Net Worth report to view their current financial health.
Automatically alert clients of any issues with their credentials for account access and provide them with a clear path to quickly resolve it.
Input real estate easily by simply adding an address, and our system will look up the current value.
See historical values for external accounts that are tracked over time in our Net Worth report.
If you’d like to take advantage of the Envestnet | Yodlee outside account aggregation integration features, email
TamaracAM@envestnet.com to learn about the associated cost.