Wealth Management
by Envestnet | Yodlee · Wealth and investment platforms · United States
Captures assets with greater visibility into client data to deliver personalized advice and grow AUM.
What Wealth Management does
- Account aggregation
- Held-away asset discovery
- Client data visibility
- Asset capture
- Tailored advice delivery
What Wealth Management is used for
- Unlock held-away assets
- Deliver personalized advice
- Grow AUM
- Deepen client relationships
Who Wealth Management is for
- Wealth and investment managers
- Wealth managers
- Broker dealers
- Advisors
About Envestnet | Yodlee
Financial data aggregation, enrichment and analytics platform for banks, wealth firms and lenders.
Envestnet | Yodlee in the vendor registry: its products, features and similar vendors.
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More in this category: Wealth management and investment platforms.
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