Digital Asset Wallet for FSC (PKG)
Connects cryptocurrency wallets to Financial Services Cloud and displays digital asset accounts as financial accounts.
Web3 Enabler, Inc.Paid
Envestnet | Yodlee Aggregation for Salesforce Financial Services Cloud
by Yodlee, IncSalesforcePaid
Connects permissioned financial account data to Salesforce Financial Services Cloud for centralized client account views.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
What it does
Connects Envestnet | Yodlee’s financial data aggregation service with Salesforce Financial Services Cloud. It collects user-permissioned account data from sources such as bank accounts and 401ks, then links it across client accounts. The add-in creates a centralized hub for held-away account data and supports Know Your Client requirements.
Key capabilities
from the Salesforce AppExchange listingAccount data aggregation
Collects user-permissioned end-user account data from approximately 20,000 sources, including bank accounts and 401ks.
Salesforce connection
Connects aggregated financial data with Salesforce Financial Services Cloud.
Held-away account hub
Centralizes held-away account information for access across a client’s financial accounts.
In the catalog
16 plugins in Financial Services Cloud · Finance
Price distribution: 4 free, 1 freemium, 11 paid
Pricing & deployment
Platform
Salesforce
Product
Financial Services Cloud
Deployment
Cloud
Pricing
Paid
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What the vendor says
«There is an enormous amount of pressure on financial institutions due to the digital revolution and big data. However, with challenge comes opportunity. Businesses that can get ahead of the curve have much to gain. The key to getting the upper hand in this environment is data—accessing, harnessing, and using it. By …»