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.

Previous Flipbook
Envestnet | Yodlee Wealth Management Solutions: Reconciliation Service
Envestnet | Yodlee Wealth Management Solutions: Reconciliation Service

Envestnet | Yodlee’s Reconciliation Service leverages the most accurate and complete investment data for bo...

Next Flipbook
Brokerage Firm Case Study
Brokerage Firm Case Study

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