Blooom is the first online service developed by a Registered Investment Advisory (RIA) firm dedicated exclusively to helping average Americans improve their 401(k) retirement plans. Created by financial advisors, blooom combines an algorithm-based technology with a financial planner.
Merchant Cash & Capital Case Study
For nearly a decade, Merchant Cash & Capital, LLC has been an industry leader in providing alternatives to ...
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Rocket Dollar uses the Envestnet | Yodlee Platform API to provide its customers with a one-stop-shop for accessing their unconventional retirement portfolios.
The Quest for Enriched Data
Envestnet | Yodlee Transaction Data Enrichment helps drive financial institutions forward by enabling them to offer AI-driven personalized and proactive financial advice to customers.
9 Ways a Financial Data Aggregator Can Help You Grow from Startup to Success
As the market leader in financial data aggregation, Envestnet | Yodlee can fuel your growth from startup to success.
Financial Advisor Aggregation Testimonial
Blake Kannady, a former financial advisor at a top 5 wealth management firm, describes how both he and his clients benefited from financial data aggregation.
Financial Data Aggregation - Asset Strategy Advisors
“It's critical to have good information, accurate information, timely information feeding into our systems so that we can collaborate with our clients.” - Kent Fitzpatrick
Data Aggregation + Intelligence: The Keystone to Financial Innovation
Envestnet | Yodlee not only seamlessly collects and acquires financial data, but also cleanses and enriches it to enable the insights that set your financial apps and services apart from the rest.
On-Demand Webinar- Account Aggregation : The Future of Wealth Management
This webinar discusses how to use aggregation to see a more complete picture of your clients, deliver smarter, more personalized advice, improve regulatory compliance, and increase assets under manage
Envestnet | Yodlee Financial Data Aggregation
Watch this video to see how with Envestnet | Yodlee, account aggregation is quick, simple, and secure. By connecting all your financial accounts, you can better understand your financial situation.
Envestnet | Yodlee Data Processing
Watch this video to gain a deeper understanding of how Envestnet | Yodlee, a leading platform provider, facilitates the data aggregation process—from acquisition to delivery.
The Power of a Strong Data Platform: The Developer Opportunity
Banks have realized that if they don’t provide what today’s customers want and need, smart entrepreneurs and developers will fill the gap with engaging new online services.
Building and Distributing Applications for Financial Services Whitepaper
In order to build innovative financial applications, you need access to rich financial data to make your idea come to life.
FinApp Developers See Opportunity in Wealth Management Apps Targeting the Mass Affluent
The time is ripe for talented developers to create new wealth management solutions. Companies like yours partner with Envestnet | Yodlee to deploy comprehensive APIs to provide real-time account.
FinTech Rising: Creating Synergy in Financial Services
Digital technologies and mobile apps engage more customers in finance, banking, and payments.
The Fintech Revolution: Innovate at the Speed of Technology
There are number of reasons why most financial innovation is happening outside of the banking industry.
7 Secrets to FinTech Success
FinTech startups are finding opportunities in the disintermediation of financial institutions and trends, but 9 out of 10 startups fail.
Creating Killer Mobile Money Apps
Financial apps are incredibly popular, but consumers aren't interacting with apps that financial institutions have created.
7 Ways to Optimize Your Mobile Payments App
By combining top UX design principles and an understanding of your users with open APIs from Envestnet | Yodlee, you can deliver the mobile payment app experience users expect and demand.
7 Reasons to Bank on Financial APIs
As a financial app developer there are many advantages to using APIs. Build innovation, connectivity, and speed into your financial app development process with APIs and drive user growth.
Creating Innovative Consumer Fraud Prevention Applications Solution Brief
Drive Your Innovation with the Envestnet | Yodlee Financial Data Aggregation Platform