professional services

Professional Services

Partnering with clients to deliver value and ensure success using Envestnet | Yodlee products and services.

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.


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.

Powering Dynamic Innovation for Financial Services