Envestnet | YodleeYodlee
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OpenSolutionOpenfinance
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Related Products
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About
Envestnet | Yodlee, the leading data aggregation and data analytics platform, helps consumers live better financial lives through innovative products and services created for more than 1,400 financial institutions and FinTech companies, including 16 of the top 20 U.S. banks. We're powering the future of financial apps and services with solutions for wealth managers, banks, merchants, and more. Find out how we can help you grow. Our data aggregation platform enables financial institutions and FinTechs to help consumers achieve better financial outcomes. We adhere to leading industry practices for data security, regulatory compliance, and privacy. View the latest update from Bill Crager on Envestnet's intention to remain committed to action. Browse our library of white papers, on-demand webinars, eBooks, case studies, and more–all packed with product information, actionable advice and invaluable insights.
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About
OpenSolution by Openfinance is a comprehensive wealth management platform that covers the entire life cycle of managing client assets. This modular, no-code solution allows financial institutions to automate portfolio management, reporting, advisory services, and more. By ensuring regulatory compliance from start to finish, OpenSolution helps businesses manage risk, enhance client satisfaction, and optimize their commercial activities. With flexible integration options, clients can customize the platform to meet their unique needs while benefiting from powerful tools for managing portfolios, assets, and client interactions.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Companies looking for a Financial Services platform
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Audience
Wealth management firms, financial advisors, investment fund managers, and financial institutions looking for a customizable, no-code solution to automate portfolio management, ensure compliance, and enhance client service
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationYodlee
Founded: 1999
United States
www.yodlee.com
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Company InformationOpenfinance
Founded: 2002
Spain
openfinance.es/index.php/en/explore-opensolution/
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Alternatives |
Alternatives |
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Categories |
Categories |
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Integrations
Boss Insights
Co-Pilot
Fintech Sandbox
FutureVault
Infinant Interlace Platform
InsuredHQ
Meld
MoneyGuidePro
Quickwork
Riskalyze
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Integrations
Boss Insights
Co-Pilot
Fintech Sandbox
FutureVault
Infinant Interlace Platform
InsuredHQ
Meld
MoneyGuidePro
Quickwork
Riskalyze
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