Professional Services

Dedicated to Your Success

Our experienced project managers, business analysts, and tech consultants work directly with our clients to craft and implement technology solutions that meet their strategic objectives, following best practices for optimal user engagement. We are partners in delivering value through successful implementations to our clients.

How Professional Services can help you


With an in-depth understanding of Envestnet® | Yodlee® solutions and bank system environments, our Professional Services team can help you seamlessly integrate and successfully launch Envestnet | Yodlee-powered solutions into your business. We manage all client deployments and solution upgrades using unique and proven programs and processes, including custom product requests, FinApp development, UI consulting, reporting, best practices for user engagement, and specialized training programs on-site and at our headquarters.

Custom Solutions

From UI design and development to SAML consulting and custom integrations, we engage in a wide range of custom implementation projects for deeper integration and customization requirements. Each client is assigned a dedicated project manager and team to scope out specific requirements and project plans for custom engagements.

Service Offerings


We assist with hosted, hybrid, and API deployments across all channels – desktop, mobile phones, and tablets.


For clients with internal IT resources, we can help your team leverage our data platform and APIs for a seamless user experience.


We also offer advanced Security Assertion Markup Language (SAML) consulting, custom reports and data extract creation, application review, custom app design and development, and conversion services.

Our Methodology

Whether you follow waterfall or iterative development methodologies, Envestnet | Yodlee Professional Services aligns to your methodology for optimal results. Our collaborative approach ensures your needs are met every step of the way, from planning through launch and ongoing support.

Our Skills and Expertise

We offer a range of dedicated professionals with the knowledge and expertise to help you meet your goals, including:

  • Strategic business experts who can assess your needs and customize a plan
  • Knowledge of best practices to achieve your goals
  • Expertise in creating and implementing compelling interface and user experience solutions
  • Dedicated tech consultants to assist with everything from integrating solutions to using APIs
  • Professional project managers who can help align projects with your company’s methodology
  • Security, performance, and other specialized teams, all focused on your success.

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