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What is Yodlee?

Yodlee, a global leader in financial data connectivity and analytics, empowers banks, fintechs, and enterprises to harness the full potential of open finance. With over 601 million connected accounts, 19,000+ data sources, and 91% direct connections, Yodlee offers the industry’s most comprehensive and accurate view of consumer financial behavior. The platform’s core strength lies in transforming raw, permissioned financial data into actionable insights that enhance decision-making, personalization, and customer engagement. Its modular suite of products—covering personal finance, wealth management, lending, payments, and business financial management—gives organizations the intelligence to innovate and scale responsibly. Through AI-powered analytics, Yodlee delivers predictive insights that drive smarter credit decisions, frictionless payments, and more meaningful financial experiences. Its Open Finance APIs enable secure, compliant data exchange, helping financial institutions adapt to regulatory changes while expanding digital capabilities. Trusted by market-defining leaders such as PayPal, Fifth Third, and JPMorgan Chase, Yodlee stands as the foundation of digital transformation in modern finance. The platform’s FastLink technology ensures seamless account aggregation and onboarding, while its Trust Center reinforces enterprise-grade data protection and transparency. With over 25 years of proven innovation, Yodlee continues to bridge the gap between financial data and actionable strategy. By enabling organizations to connect data, activate insights, and drive measurable growth, Yodlee defines what’s next for intelligent finance.

What is Practifi?

Practifi functions as a platform for optimizing performance, transforming data into practical insights and excellence on a broad scale. We enable wealth management firms to break free from the constraints of traditional CRMs and discover new opportunities. Unlike standard CRM systems, Practifi seamlessly connects your team, data, and premium tools, delivering the necessary visibility and oversight required to drive your organization forward. Our enterprise workflow engine, open API, and extensive analytics streamline data sources, improving both actions and insights. Recognized as a top contender in the industry, Practifi has garnered multiple awards for its innovative features and smart platform design. We believe that partnership is a promise that goes beyond simply resolving issues as they emerge. Our committed team works hand in hand with clients to address their challenges or develop solutions when they are not readily available, ensuring we effectively adapt to their changing needs and provide ongoing support. This collaborative approach helps us foster long-term relationships that contribute to mutual success.

Media

Media

Integrations Supported

MoneyGuide
Akoya
Boss Insights
Co-Pilot
Fintech Sandbox
FutureVault
Infinant Interlace Platform
InsuredHQ
Meld
Quickwork
Relay
Riskalyze
Sila
Snowball Analytics

Integrations Supported

MoneyGuide
Addepar
CircleBlack
Wufoo
Zocks

API Availability

Has API

API Availability

Pricing Information

Pricing not provided

Pricing Information

$80 per user per month
Billed annually

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Online Training

Company Facts

Organization Name

Yodlee

Date Founded

1999

Company Location

United States

Company Website

www.yodlee.com

Company Facts

Organization Name

Practifi

Date Founded

2013

Company Location

Australia

Company Website

practifi.com

Categories and Features

Bank Verification

Not specified

Consumer Data

Not specified

Embedded Finance

Not specified

Financial Data APIs

Not specified

Financial Services

Not specified

Income Verification

Not specified

Open Banking

Not specified

Open Finance

Not specified

Wealth Management

Not specified

Categories and Features

CRM

Calendar/Reminder System
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Wealth Management

Not specified

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