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
Creating Engaging and Empowering Wealth Management Tools
Creating Engaging and Empowering Wealth Management Tools

Envestnet | Yodlee provides unified access to wealth data from the largest collection of global financial i...

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 ...