Investment Management Company Case Study

May 15, 2017

By leveraging the Envestnet | Yodlee Aggregation API, the company enabled their premium clients to aggregate all of their financial accounts and view a broad, complete picture of their financial situation.

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Financial Institution Case Study
Financial Institution Case Study

The organization turned to Envestnet | Yodlee APIs and categorization engine to display categorized transac...

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Brokerage Firm Case Study
Brokerage Firm Case Study

With Envestnet | Yodlee Account Verification API, this large brokerage firm is able to offer instant funds ...