Brokerage Firm Case Study

May 15, 2017

With Envestnet | Yodlee Account Verification API, this large brokerage firm is able to offer instant funds deposits from qualified bank accounts – a key point of differentiation from other brokerages.

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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...

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S&P 500 Investment Firm Case Study
S&P 500 Investment Firm Case Study

This S&P 500 firm discovered they could leverage the Envestnet | Yodlee Financial Data Platform to gain a m...