Grow Assets Under Management (AUM) by Powering the Client Journey Wealth Management Request a demo Key Features Enabling Advisors Across the Entire Client Lifecycle Discovery & Onboarding Aggregate held and held-away assets to give advisors and clients a full picture from day one. Streamline Asset Transfers Accelerate funding and transfers with account verification and open banking-powered capabilities. Planning & Personalization Empower advisors to tailor advice using current, enriched data across accounts, behaviors, and goals. Flexible Client Engagement Tools Deliver wellness modules, goal tracking, and peer benchmarking within digital portals to drive deeper incremental value. Cross-Sell Intelligence Leverage behavioral segmentation and enrichment to identify new opportunities and trigger timely outreach. How it works Yodlee empowers wealth firms to support the full client lifecycle, from discovery to engagement, with intelligent data aggregation, direct integrations, and real-time insights embedded in advisor workflows and client experiences. Request a Demo Preview of Wealth Management offerings Data Aggregation Consumer-friendly, enriched and timely financial data aggregation. Learn more Account Verification Enable seamless account verification to streamline transactions, demonstrate compliance and reinforce trust. Learn more Asset Transfer Verification Asset Transfer Verification uses hosted FastLink and APIs to link, verify, and enrich data from external investment accounts. Learn more Advisor View Advisory Insights embeds directly into your CRM, giving advisors frictionless access to clients’ PFM activities and more. Learn more Smart Plan Connects Yodlee’s FinApps, analytics tools, and aggregation platform. Learn more Customer Voices on Yodlee Wealth Management "Data aggregation is key, with Yodlee, we've been able to ensure advisors have all the information they need to offer the most accurate and personalized advice possible." Rob Bateman, Senior Vice President, Advisor 360 Read more contact us Experience the Power of Yodlee
