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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.