wealthpilot Advisors' Digital Solution
Manage wealth data, planning, reporting, and advisor-client engagement within Salesforce Platform.
wealthpilot GmbHPaid
Envestnet | Yodlee Aggregation Platform for Salesforce
by Yodlee, IncSalesforcePaid
Connects user-permissioned financial account data from approximately 20,000 sources to Salesforce.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACENot published
What it does
Envestnet | Yodlee connects user-permissioned end-user account data, including bank accounts and 401ks, with Salesforce. It collects and connects data from approximately 20,000 sources across client accounts. The add-in creates a centralized hub for held-away account information and provides a view of clients' finances across accounts.
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 data connection
Connects aggregated financial account data with the Salesforce platform.
Held-away account hub
Creates a centralized data hub for held-away account information.
Financial account view
Provides a view of clients' financial accounts across accounts.
In the catalog
295 plugins in Salesforce Platform · Finance
Price distribution: 53 free, 14 freemium, 228 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
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 …»