Financial Institution Case Study

May 15, 2017

The organization turned to Envestnet | Yodlee APIs and categorization engine to display categorized transactions and help users easily track their spending.

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Blooom
Blooom

Blooom is the first online service developed by a Registered Investment Advisory (RIA) firm dedicated exclu...

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Investment Management Company Case Study
Investment Management Company Case Study

By leveraging the Envestnet | Yodlee Aggregation API, the company enabled their premium clients to aggregat...