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Envestnet | Yodlee Aggregation for Salesforce Financial Services Cloud

By Yodlee, Inc

Envestnet | Yodlee Financial Data Aggregation Platform

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Starting at $345 USD/user/year

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Business Need: Finance

Compatible With: Financial Services Cloud

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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.

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