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Envestnet | Yodlee Aggregation for Salesforce Financial Services Cloud

By Yodlee, Inc
Envestnet | Yodlee Aggregation for Salesforce Financial Services Cloud
Held Away Accounts

Starting at $345 USD per user per year Financial Institutions must have an Envestnet | Yodlee aggregation implementation in addition to the Salesforce integration.

Rating

(0)

Listed On

6/8/2016

Latest Release

3/31/2016
Envestnet | Yodlee Financial Data Aggregation Platform

The Envestnet | Yodlee 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.

Starting at $345 USD per user per year Financial Institutions must have an Envestnet | Yodlee aggregation implementation in addition to the Salesforce integration.