Unrealized Value: Using the Envestnet Wealth Data Platform and TruePerformance
At Truelytics by Envestnet, we define Unrealized Value as potential increases to an independent financial advisory firm’s Discounted Cash Flow valuation.
Read Flipbook
Case Studies
-
-
Register for a free Developer Account and get access to financial data in minutes
Sign-up -
FinGoal and Constellation Case Study
Envestnet | Yodlee is Partnering with FinGoal to Standardize Data Aggregation for FinTech Solutions in a Digital Credit Union Marketplace. Read more about the main challenge and our solution.
Read Flipbook
-
Moneysoft
Moneysoft was created to help Australians manage their cash flow and net worth, and take control of their financial wellbeing.
Read Flipbook
-
86 400
86 400 is Australia’s first smartbank, built for smartphones. It tells customers what’s actually going on with their money, and uses smart technology to surface the most relevant information.
Read Flipbook
-
SAVVI Financial
Through the Envestnet | Yodlee Platform API, SAVVI Financial leverages decision analytics to empower consumers to make smarter financial decisions today.
Read Flipbook
-
Tic:Toc
Tic:Toc’s proprietary technology has enabled a world-first: a low-cost home loan that can be delivered to customers – with a contract – in less than 58 minutes after starting the loan application.
Read Flipbook
-
Myaccountant
Myaccountant is a Melbourne-based technology startup focused on providing a simple, accessible, and affordable financial management solution for Australia’s micro-businesses and gig-economy operators
Read Flipbook
-
1Bill Case Study
Authenticating and Streamlining Bill Management and Payments with Envestnet | Yodlee Data Aggregation.
Read Flipbook
-
Raiz Invest Case Study
Raiz relies on Envestnet | Yodlee transactional data to fuel their Round-Ups feature, which rounds up each purchase to the next dollar. Read about the full solution.
Read Flipbook
-
Kubera Case Study
The Envestnet | Yodlee Solution Keeping a Real-Time Pulse on Net Worth with Envestnet | Yodlee Account Aggregation API
Read Flipbook
-
GrailPay Case Study
After comparing financial data aggregators, GrailPay chose to partner with Envestnet® | Yodlee®. “We went with Envestnet | Yodlee for a couple of reasons,” says Messina.” First was quality of service.
Read Flipbook
-
AAkonsult
AAkonsult is a consultancy and development company specialising in Salesforce CRM and Force.com applications.
Read Flipbook
-
Banjo Loans
Banjo is an online lender providing secured and unsecured loans to small businesses, many of which have no lending product other than a credit card.
Read Flipbook
-
Tiller Money
Tiller Money makes it easy for consumers to manage their money by providing their financial life in a spreadsheet.
Read Flipbook
-
Bookipi
Bookipi creates innovative applications that solve finance-related problems for individuals and small businesses.
Read Flipbook
-
Frollo
Frollo is a purpose driven FinTech from Sydney, Australia, on a quest to help people feel good about money.
Read Flipbook
-
Reckon
Reckon is an Australian software company that provides easy to use, affordable accounting and payroll software for small- to medium-sized businesses.
Read Flipbook
-
Finder
Finder was created to help people make better financial decisions by making financial comparison easy for consumers.
Read Flipbook
-
FinGoal
FinGoal uses Envestnet | Yodlee to aggregate enriched, comprehensive transaction data, enabling them to deliver hyper-personalized financial recommendations to users.
Read Flipbook
-
PayPal
PayPal uses Envestnet | Yodlee's Platform API to leverage the financial data needed to validate bank accounts and account balances in real-time and reduce risk.
Read Flipbook
-
Loading More...