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Financial Planning

Lumiant partners with Envestnet | Yodlee

Lumiant will be the first company to leverage Envestnet | Yodlee's Consumer Data Right (CDR) accreditation under the CDR representative model to power its Your Wealth module.

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Read more: LumiantEnvestnetYodleeAdvisersConsumer Data RightRic EdelmanSantiago BurridgeSavant Wealth ManagementTim Poskitt