Best Finance Software for Co-Pilot

Envestnet | Yodlee, the leading data aggregation and data analytics platform, helps consumers live better financial lives through innovative products and services created for more than 1,400 financial institutions and FinTech companies, including 16 of the top 20 U.S. banks. We are transforming financial apps and services by providing solutions for wealth managers and banks, merchants and many more. Find out how we can help your business grow. Our data aggregation platform allows financial institutions and FinTechs help consumers achieve better financial outcomes. We follow industry-leading practices in data security, regulatory compliance, privacy, and confidentiality. Bill Crager has updated us on Envestnet's commitment to action. Browse our library of whitepapers, on-demand webinars and eBooks. They are packed with valuable insights, actionable advice, and product information.

Investors will make better decisions if financial advisors aren’t afraid to discuss risk. No more stereotyping investors based on age. It is time to act in the best interest of investors and prove that it quantitatively. No more stereotyping investors based on their age. It is time to act in the best interest of investors and prove that quantitatively. Risk Assessments are able to pinpoint the level of risk that an investor is willing to take. They eliminate all stereotypes that have made risk tolerance almost meaningless. The most scientific framework can be used to objectively determine an investor's Risk Number®, regardless of whether you are in the same room or around the globe. Portfolio analysis allows you to determine how much risk an investor is currently taking.

Every firm is different. Success looks different for each company. We have the experience to implement technology for a variety of needs to help advisors from all types of business models fulfill their fiduciary responsibilities. We look beyond technology to provide an experience that pushes your limits and drives you to innovate, disrupt, win, and continue to win for many years.

ByAllAccounts converts financial data into insight by account aggregation. We combine raw data from more than 15,000 sources. We are not constrained by formats and choose the highest quality data from as many sources as possible to give clients visibility into their cash flows, spending habits, and holdings. We standardize aggregated data to create a consistent model that is based on industry standards as well as Morningstar's proprietary identifications. This transforms disparate data into its most useful form. ByAllAccounts uses an artificial-intelligence system to quickly deliver client account data to portfolio management, reconciliation, compliance, trust accounting and performance systems saving you time and operational costs. Our patented process helps us to understand insufficient data sources. We also bridge gaps with Morningstar data by delivering enriched firm level feeds to over 1,400 advisory firms, 50 redistribution partner and 40 platform integrators.