Yodlee, Inc

Apps by Yodlee, Inc

2 apps

2 plugins

Envestnet | Yodlee Aggregation Platform for Salesforce — Salesforce plugin

Envestnet | Yodlee Aggregation Platform for Salesforce

Connects user-permissioned financial account data from approximately 20,000 sources to Salesforce.

Envestnet | Yodlee Aggregation for Salesforce Financial Services Cloud — Salesforce plugin

Envestnet | Yodlee Aggregation for Salesforce Financial Services Cloud

Connects permissioned financial account data to Salesforce Financial Services Cloud for centralized client account views.