Use Cases
deal-sourcing, portfolio-monitoring
Integrations
Office Functions
front-office

Envestnet Yodlee

Envestnet | Yodlee stands as a powerhouse in the domain of data aggregation and analytics, propelling the pace and quality of financial innovation through cloud-based solutions. By focusing on enhancing digital customer experiences and facilitating improved outcomes for both clients and customers, they are shaping a new era in digital financial services. Headquartered in Redwood City, CA, the company has established a global footprint with offices in vital financial hubs including London, Sydney, and Bangalore. Their expansive product portfolio, including offerings like data enrichment, conversational AI, and market insights, embodies their commitment to driving excellence and innovation in the financial sector.

Website

Other Tools

Microsoft DynamicS 365

Fundraising
Screening
Deal Sourcing
Investor Relations
Reporting

OneTrust

Connecting Teams, Data, and Impact for Trust and Compliance.

Portfolio Monitoring
Investor Relations
Reporting