Envestnet | Yodlee Partners with Vanguard to Provide Industry-Leading Financial Account Aggregation Services
March 29 2016 - 9:00AM
Envestnet | Yodlee (NYSE:ENV), a leading data aggregation and data
analytics platform powering dynamic, cloud-based innovation for
digital financial services, today announced a strategic partnership
with Vanguard, one of the world’s largest investment management
companies. Leveraging Envestnet | Yodlee’s industry leading data
aggregation platform, Vanguard clients within Personal Advisor
Services can aggregate all of their financial accounts, enabling
them to view a broad, complete picture of their financial
situation.
The strategic partnership with Envestnet | Yodlee gives a subset
of Vanguard clients access to Envestnet | Yodlee’s Personal Finance
Management Platform as well as FastLink. Personal Financial
Management tools empower customers with the ability to keep tabs on
all of their financial accounts in one secure place, manage their
expenses, set a budget, save for personal goals, view investments,
calculate their net worth, and more. Envestnet | Yodlee FastLink
provides a quick and easy way for these Vanguard clients to add and
access external accounts while providing secure authentication
mechanisms.
“We’re honored to partner with a leading investment management
pioneer that offered the world’s first index mutual fund to
individual investors,” said Bill Parsons, General Manager, Products
and Senior Vice President, Americas at Envestnet | Yodlee. “We are
excited to provide these Vanguard clients a secure way to
access their external accounts via the Envestnet | Yodlee Platform.
As a result, these Vanguard clients have the tools they need to
seamlessly access all their financial accounts in one place.”
“For our clients, simplicity is key,” said Karin Risi, Managing
Director and Head of Vanguard Retail Investor Group. “Our
partnership with Envestnet | Yodlee, provides our Personal Advisor
Services clients with a powerful platform to access a comprehensive
picture of all of their accounts to help them achieve investment
success.”
To learn more about implementing Envestnet | Yodlee’s technology
and services to build next-generation financial apps and services,
visit www.yodlee.com.
About Envestnet | Yodlee
Envestnet, Inc. (NYSE:ENV) is a leading provider of unified
wealth management technology and services to investment advisors.
Our open-architecture platforms unify and fortify the wealth
management process, delivering unparalleled flexibility, accuracy,
performance, and value. Envestnet solutions enable the
transformation of wealth management into a transparent,
independent, objective, and fully-aligned standard of care, and
empower advisors to deliver better outcomes.
Envestnet | Yodlee is a leading data aggregation and data
analytics platform powering dynamic, cloud-based innovation for
digital financial services. More than 950 companies, including 12
of the 20 largest U.S. banks and hundreds of Internet services
companies, subscribe to the Envestnet | Yodlee platform to power
personalized financial apps and services for millions of consumers.
Envestnet | Yodlee solutions help improve the speed and delivery of
financial innovation, improve digital customer experiences, and
drive better outcomes for our clients and their customers.
Envestnet | Yodlee is headquartered in Redwood City, CA with
global offices in London and Bangalore. For more information, visit
www.yodlee.com.
About Vanguard
Vanguard is one of the world’s largest investment management
companies. As of January 31, 2016, Vanguard managed more than $3.2
trillion in global assets. The firm, headquartered in Valley Forge,
Pennsylvania, offers more than 300 funds to its more than 20
million investors worldwide. For more information, visit
vanguard.com.
Media Contact
VSC for Yodlee
Abbie Havern
abbie@vscpr.com
1-650-815-5050
Vanguard
Katie Hirt
Katie_hirt@vanguard.com
610-669-9214
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