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Envestnet | Yodlee Aggregation Platform for Salesforce
Envestnet | Yodlee Financial Data Aggregation Platform
Starting at $345 USD/user/year
- Business Need
- Finance
The Envestnet | Yodlee Financial Data Platform provides businesses with a comprehensive view of the data they need to build deeper client relationships. It combines held away financial data with CRM to holistically manage clients’ financial lives.
Highlights
Collect and connect user-permissioned end-user account data from approximately 20,000 data sources (such as bank accounts and 401ks) to provide businesses with a holistic view of their client’s finances across accounts.
360-degree view of their clients’ financial accounts, businesses can now deliver smarter, more personalized engagements that lead to increased assets under management and improve regulatory compliance.
Creates a centralized data hub for held away accounts, to improve productivity, data insights and “Know Your Client” requirements.
Provider Details
Yodlee, Inc
Pricing Details
Financial Institutions must have a Yodlee aggregation implementation in addition to the Salesforce integration.
Default Plan
$345 USD/user/year
Free trial available for 30 days
Lowest Starting Price