CHICAGO — A year after Envestnet’s controversial purchase of Silicon Valley data cruncher Yodlee for $550 million, the back office outsourcing giant is making Yodlee’s data analytics and aggregation available to advisers.
Yodlee will be embedded in the next generation of Envestnet’s Investor Portal, Chief Executive Jud Bergman said in an interview with Financial Planning following his keynote address at the company’s annual Advisor Summit. Beta versions are available now and “the first real versions” are set to launch this summer, Bergman said.
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