• Security Financial Ecosystem

    How Envestnet | Yodlee Secures the Financial Ecosystem

    By on September 6, 2016

    When it comes to financial services and innovation, security is paramount. That’s why Envestnet® | Yodlee® considers the impact to every key stakeholder to ensure that every product on our platform meets the most stringent security and compliance requirements.

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  • Envestnet | Yodlee Supports Banking Disrupted, A Silicon Valley Leadership Summit

    By on September 6, 2016

    What are the latest trends in fintech and unbundling the bank? Join us at the upcoming Banking Disrupted | A Silicon Valley Leadership Summit on September 14-16th, 2016 in Palo Alto, CA. We’re excited to announce that Envestnet® | Yodlee® has been selected to join an elite group of Silicon Valley visionaries, industry leaders and executives […]

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  • Women in Tech

    Envestnet | Yodlee Supports Women in Tech Networking Event

    By on July 29, 2016

    According to Innovate Finance’s recent Women in Fintech report, women hold less than 5% of top executive roles at Europe’s top 50 fintech firms, and there was only one female CEO in that collection. This is a common problem in a multitude of business sectors. The Fortune 1000 list of America’s 1,000 largest companies features […]

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  • Financial Innovation

    How Envestnet | Yodlee Drives Financial Innovation with a Neutral Ecosystem

    By on July 26, 2016

    In the digital age, data is everything. While financial institutions seem to be positioned on one side of the digital divide, and fintech startups on the other, a more productive and profitable alliance can be found at the mid-point through collaboration. Financial institutions (FIs) and fintech innovators both have growing needs for such a collaborative […]

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  • Financial Freedom

    6 Steps To Achieving Financial Freedom With a Household CFO

    By on July 14, 2016

    Earning a high income is wonderful, but it’s attaining a healthy savings rate — not how much money you make — that actually creates financial freedom, flexibility, and peace of mind. The amount that you set aside for a rainy day, or to invest to provide for your future, is the best solution for financial […]

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  • Trends in Wealth Management

    Experts Reveal Top Trends in Wealth Management

    By on June 10, 2016

    Recently, we partnered with AmericanBanker to host a webinar on top trends in wealth management. Panel speakers included Alois Pirker, research director; William Boland, senior analyst; and Javier Paz, senior analyst, all with Aite Group’s wealth management practice, as well as Jay Hummel of Envestnet®, and John Bird, Envestnet | Yodlee®.

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  • SnapCheck: Digital B2B Payments

    SnapCheck Enables Digital B2B Payments with Envestnet | Yodlee API

    By on June 1, 2016

    Recently we had the opportunity to present SnapCheck at Demo Day in San Francisco. We have been working with Envestnet® | Yodlee® before we joined its Incubator, as a way to extend the functionality of our digital checking platform and transform the world of B2B payments.

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  • FinnovateSpring 2016

    Envestnet Demos Advisor Now at FinovateSpring 2016

    By on May 25, 2016

    Our team recently had the chance to demo at FinovateSpring 2016, the renown conference that showcases cutting-edge banking and financial technology in a unique demo-only format. FinovateSpring 2016 was held on May 10 and 11 at the City National Civic in San Jose, California.

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  • Intelliflo's Personal Finance Portal

    Intelliflo’s Personal Finance Portal Enables Holistic Financial Planning

    By on May 23, 2016

    As I speak with experts about the state of global digital wealth management, I’m struck by the similarities between the UK and the US, specifically in how financial information is shared and used for holistic financial planning.

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  • Fintech Startup Success

    Five Ways to Minimize Risk for Fintech Startup Success

    By on May 18, 2016

    The global financial system is a highly complex network governed by numerous regulatory agencies, at several levels of government, which enforces a large, and evolving set of rules. At the most basic level, the purpose of regulations is to protect the trust of market participants. They need to be assured that they won’t unwittingly lose […]

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  • Financial Literacy

    Why We Need To Stop Sweeping Financial Literacy Under The Rug

    By on May 9, 2016

     There are a slew of skills considered necessary for “being an adult.” Some, like the ability to apply for jobs, pay bills and prepare (or procure) meals, are widely recognized, while others, like financial literary, do not attract the attention they deserve. In the UK, far too many people are entering “the real world” without […]

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