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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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...

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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...