Envestnet | Yodlee partners Vanguard on account aggregation services

Source: Envestnet | Yodlee

Envestnet | Yodlee (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.” 

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