Our financial asset aggregation will provide you with a 360° view of client’s assets and liabilities to help you deliver the right financial advice at the right time.
Vendor
Envestnet | Yodlee
Company Website
Assets & Liabilities, In One Place
Gaining big picture insight about finances is only possible with a detailed view of assets and liabilities. With our financial data aggregation, you can get a complete view of assets and liabilities from a user's bank accounts, loans, credit cards, investments, and more. Asset aggregation is the foundation that wealth management is built on
What Is Asset Aggregation?
Asset aggregation collects financial information from clients and financial institutions, including held-away assets and liabilities from banks, credit cards, and investment accounts to get the most comprehensive view of the client’s net worth. That way, you can skip collecting paper statements and avoid manual and time-consuming data entry in financial planning, CRM, and performance reporting systems. Opt for asset aggregation or choose one of our many financial products to improve your business.
Key Benefits of Our Asset Aggregation Platform
With asset and liability data, it's easy to see where the client’s accounts stand on the path toward financial wellness and help customers take the next best step.
360° View With Aggregated Accounts
A full financial view makes it easy to personalize recommendations and deliver impactful financial planning.
Easy Customer Onboarding
In just a few clicks, users are onboarded and connected to a critical snapshot of their financial data and wellness
Comprehensive Coverage
As the leader in asset aggregation, we deliver data from the largest global institutions to the credit union down the street.
Wellness Insight
Asset aggregation platforms enable you and your customers to see the progress made toward financial wellness.
Real-Time Data
With updates on their investment values and other assets, your users can feel confident that they’re in the know.
Personalized Advice Through Aggregation Services
Asset and liability data makes it easier to create a financial plan that’s on track with your users’ goals. Our account management service to get the best support and reach your business goals.