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Fintech Integration Marketplace / Wealth Management / Account Aggregation

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Yodlee | Envestnet

Yodlee is the leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. We are a market leader in financial data aggregation, partnering with more than 1,200 financial institutions and FinTech innovators, including 15 of the top 20 U.S. banks, enabling a massive data network associated with tens of millions of consumers who use platform-related personalized apps and services. Our platform has proudly fueled innovation for financial institutions (FIs) and FinTech for more than 20 years ultimately helping consumers achieve better financial lives.

Website

https://www.envestnet.com/yodlee

Contacts

https://www.facebook.com/Yodlee

https://www.linkedin.com/company/envestnet-inc

https://twitter.com/ENVIntel

Envestnet Yodlee
  • Analytics
  • Data Aggregation
Envestnet Yodlee

Companies that integrate with Yodlee

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Capitect
Capitect
The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design.
#Portfolio Management #Account Aggregation #Billing #Rebalancing #Portfolio Reporting
CircleBlack
CircleBlack
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location.
#Portfolio Reporting #Billing #Rebalancing #Retirement Planning
Envestnet | Tamarac
Envestnet | Tamarac
Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.
#Portfolio Management #Billing #CRM #Rebalancing #Trading #Portfolio Reporting
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Risk Profiling #Portfolio Management #Investment Research #Retirement Planning #Portfolio Reporting #Tax Planning
Practifi
Practifi
Practifi is the new benchmark for CRM-based systems in financial advice.
#CRM #Analytics #Broker-Dealer Platforms #Marketing
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
#Financial Planning #Account Aggregation #College Planning #Investment Research #Retirement Planning #Tax Planning

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Envestnet Yodlee

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