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An Easier Way to View All Your Financial Accounts

Posted: Ashley Cornner-Patel

Last week we announced the release of our new WJ Client Investment Portal App (“WJ App”) for Apple and Google devices. This is a major update and we hope it will make accessing important portfolio information more convenient and relevant for our clients. In addition to the WJ App, there was another major update for the WJ Portals on both desktop and mobile devices. Envestnet, the company who developed the portal, acquired a company called Yodlee®. Yodlee® is a leading account aggregation service that allows users to see their credit card, bank, investment, travel reward accounts, etc. on one screen.

With this new functionality, clients will be able to create a link between the WJ Portal, and all of their financial accounts. This will allow clients to go to the WJ Portal as a “one stop shop” to see their entire financial picture up-to-date in real time. In addition, this will be a huge benefit for WJ Interests in keeping financial plans more up-to-date and accurate. Currently, the integration is only going to allow for showing account balances, and we will add an additional report to the WJ Portal that will have a detailed Net Worth Statement updated daily. In the near future, additional capabilities will be released to take advantage of Yodlee’s® transactional data.

CLICK HERE to access Yodlee Walkthrough

Above is a link to a walkthrough that explains how to link financial accounts, real assets and liabilities to the WJ Portal. You will be able to link your accounts on both your mobile device as well as desktop computer. If you need any help with this process, or have any other questions, please call WJ at 281-634-9400.

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