“It's critical to have good information, accurate information, timely information feeding into our systems so that we can collaborate with our clients and show them the what if scenarios or how they've improved over time.” - Kent Fitzpatrick
Blake Kannady, a former financial advisor at a top 5 wealth management firm, describes how both he and his ...
Most Recent Videos
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.
"Designed for mobile business, Xero’s online accounting solution for small business allows real-time financial visibility. Yodlee Interactive provided data aggregation services offering the level o
"Yodlee's platform is more comprehensive than that of other companies. There is no other place where you can go to get identity info and account information. It’s important to us from an identity p
"What we like about Yodlee is the maturity of the platform and the people that support us. With Yodlee we can connect to a really long tail of financial institutions, and that is one of the main be
"With the Yodlee platform, we're able to completely revolutionize the client experience to sign up for payroll services. This is really an industry first; nobody has done it to the level that we ar