The Pension Lab Case Study
Empowering Employees to Take Control of Their Pension Savings with Aggregated Financial Data from Envestnet® | Yodlee®
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Case Studies
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TradeSmith
Learn how TradeSmith pioneers hyper-contextualized financial insights for self-directed investors
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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.
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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.
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Moneysoft
Moneysoft was created to help Australians manage their cash flow and net worth, and take control of their financial wellbeing.
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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.
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SAVVI Financial
Through the Envestnet | Yodlee Platform API, SAVVI Financial leverages decision analytics to empower consumers to make smarter financial decisions today.
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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.
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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
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1Bill Case Study
Authenticating and Streamlining Bill Management and Payments with Envestnet | Yodlee Data Aggregation.
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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.
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Kubera Case Study
The Envestnet | Yodlee Solution Keeping a Real-Time Pulse on Net Worth with Envestnet | Yodlee Account Aggregation API
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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.
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AAkonsult
AAkonsult is a consultancy and development company specialising in Salesforce CRM and Force.com applications.
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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.
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Tiller Money
Tiller Money makes it easy for consumers to manage their money by providing their financial life in a spreadsheet.
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Bookipi
Bookipi creates innovative applications that solve finance-related problems for individuals and small businesses.
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Frollo
Frollo is a purpose driven FinTech from Sydney, Australia, on a quest to help people feel good about money.
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Reckon
Reckon is an Australian software company that provides easy to use, affordable accounting and payroll software for small- to medium-sized businesses.
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Finder
Finder was created to help people make better financial decisions by making financial comparison easy for consumers.
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