Blog: Client Success

Client Success

  • GROW Super Helps Australians Save for Their Superannuation

    By on October 12, 2017

    There’s a myth in Australia that young Millennials are not financially savvy, and that we tend to spend our money foolishly. This even made the global news in May when an Aussie millionaire real estate developer, Tim Gurner, said that Millennials absolutely won’t be able to own their home when “spending $30 a day on smashed avocados and coffees and […]

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  • moneyInfo helps UK Wealth Advisers deliver financial advice to more clients more profitably

    By on October 9, 2017

    When it comes to traditional wealth advisers giving financial advice to clients, the cost is often too high and few people can afford the services. The problem lies in gathering the necessary data required in order to create custom solutions to suit an individual client’s needs.

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  • Monefly launches free Fintech platform with Envestnet | Yodlee financial data

    By on September 27, 2017

    Monefly is an innovative new Fintech platform in Australia, focused on providing tools and resources that empower its members to grow income, reduce expenses, build assets, eliminate debt and protect themselves from risk. Some of these exciting tools include free property valuations, automated budgeting, credit scores, bank account consolidation and much more. Monefly aims to make financial health and wealth easier to understand, […]

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  • U.S. Bank and Envestnet | Yodlee Co-Host Hackathon for U.S. Bank Developers

    By on September 20, 2017

    In June 2017, U.S. Bank and Envestnet | Yodlee co-hosted a hackathon competition for internal developers from U.S. Bank to come up with new ideas surrounding retail banking and personal finance. The idea was to create “mashables” using U.S. Bank and Envestnet | Yodlee APIs to further help U.S. Bank and its customers.

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  • How Domuso is Revolutionizing Rental Property Payments

    By on July 24, 2017

    When I started out as a multi-family housing investor, I wanted to focus on remodeling communities into healthy living environments for workforce populations.

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  • B2Banks Trends Panel at Empire Startups FinTech Conference in NYC

    By on June 20, 2017

    We had a chance to participate in the Empire Startups FinTech Conference, part of FinTech Week NYC, this past April. The event brought together more than 500 FinTech leaders, developers, and entrepreneurs to look at the newest startups and opportunities in the world of financial technology.

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  • Castlight – Powered By Envestnet | Yodlee – Wins Deloitte’s Start Up Award

    By on May 19, 2017

    Glasgow (Scotland) based fintech company, Castlight®, won Deloitte’s Kick Start a Start Up Award at the Disrupt the Enterprise event held in Scotland. The accolade was secured in April 2017 at Deloitte’s Edinburgh Greenhouse incubator, a studio of bespoke labs created by Deloitte to encourage young, digital companies to collaborate and tackle challenges creatively.

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  • Curacubby Makes Billing, Collections Easier for Preschools

    By on April 20, 2017

    Innovation is a direct result of people seeing problems and creating solutions. Five years ago, a group of passionate parents and educators, including Steven Khuong and his wife, started a preschool program for children with special needs out of the increasing demand for whole-child approaches to Autism; Khuong’s son was diagnosed in 2009. However, their school’s neuro-diverse goals were quickly […]

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  • Financial Chatbot

    Financial Chatbot Abe Enables Holistic Money Management with Envestnet | Yodlee API

    By on November 28, 2016

    Imagine being able to contact a digital financial advisor, ask straightforward questions, and get instant answers at any time of day. This advisor can view your entire financial picture — all your financial accounts, bills, and payments — and let you know whether you can afford a particular purchase or not.

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  • Wealthsimple Investing Solutions

    Wealthsimple Helps to Simplify and Customize Investing Solutions

    By on September 26, 2016

    What is the smart and simple way to invest in your financial future? Investing can be scary and overwhelming. But the worst thing you can do is let your money rot away in a savings account. Our team at Wealthsimple is here to help and make smart investment simple for you.

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