Dedicated to Your Success
Envestnet | Yodlee Services
Our experienced consultants and support teams utilize best practices when collaborating with clients to help them achieve their business goals.
Solution Consulting
We help you leverage our Financial Data Platform & APIs for a seamless user experience that meets your business needs.
Implementation Services
Our PMs, BAs, and Tech Consultants assist with hosted, hybrid, and API deployments across all channels.
Developer Support
Build your apps and get to market quickly with support, sample code, testing tools, and more for developers.
Custom Solutions
Strategic business experts understand your enterprise business needs and help you create specific, tailored solutions.
Client Services
Tap into our tools and resources to identify and resolve technical issues efficiently before it affects customers.
Security Dashboard
Gain peace of mind regarding security and compliance with real-time monitoring, tracking and visibility.
We work directly with our clients to craft and implement solutions that meet their strategic objectives, following best practices for optimal user engagement. Our collaborative approach ensures your needs are met every step of the way, from planning through launch and ongoing support.
Integration
Our Professional Services team can help you seamlessly integrate and successfully launch Envestnet | Yodlee-powered solutions into your business. We manage client deployments and solution upgrades using unique and proven programs and processes, including custom product requests, application development, UI consulting, reporting, best practices for user engagement, and specialised training programs on-site and at our headquarters.
Custom Solutions
From UI design and development, SAML consulting, custom integrations, application reviews to custom reports and data extract creation, we engage in a wide range of custom implementation projects for deeper integration and customisation requirements. Each client is assigned a dedicated project manager and team to scope out specific requirements and project plans for custom engagements.