Yodlee | Envestnet

About

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.

Contacts

Products / Services

  • Analytics
  • Data Aggregation

Companies that integrate with 401GO

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

Integrations

Integrations: 26
Partnership: 0
Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance...
Integrations: 15
Partnership: 0
Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process...
Integrations: 31
Partnership: 0
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location....
Integrations: 43
Partnership: 0
Powered by Salesforce Lightning, Practifi's industry specific business management platform provides the ecosystem and end-to-end support wealth management firms need...
Integrations: 33
Partnership: 0
RightCapital provides a revolutionary financial planning tool that digitizes and redefines the financial planning experience. Using cutting edge technology, RightCapital...
Integrations: 53
Partnership: 0
MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...

Partnership

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