Envestnet Yodlee

What do you like best?

Excellent system to use and makes aggregating accounts very easy to integrate into financial wellness and budgeting financial technology. This is one of the most popular services to use for this kind of work and it is a quality system.

What do you dislike?

The technology can be slow sometimes as it aggregates accounts and I have had trouble with linking outside accounts through password verification in some sporadic instances. It is not a consistent issue, but something to note nonetheless.

Recommendations to others considering the product:

I would definitely recommend using Yodlee for outside account aggregation in order to successfully implement financial technology for customers and clients. This is a popular service and is a very robust system that helps the company and users accomplish their goals.

What problems are you solving with the product? What benefits have you realized?

Yodlee allows the aggregation of outside accounts and it integrates this with financial technology that provides customers with financial wellness tools. With Yodlee, a customer can gain a fuller and more accurate financial big picture that assists with the overall goal.