Less than 18 months after acquiring Yodlee, Envestnet has fully integrated the data aggregator’s technology into its platform. This means that financial advisers using Envestnet will now have a complete 360-degree view of their customers’ overall financial health.

John Bird, VP of product marketing for Envestnet | Yodlee, pointed out that it can be difficult for advisers to get the traditional and non-traditional financial data they need in order to provide the best possible service to their clients. “With the new integration of the Envestnet | Yodlee platform and the Envestnet platform,” he said, “we have leapfrogged the marketplace and are giving the advising community the most complete picture of their customers’ financial situation in a way that no other offering can.”

The integrated platform, including FastLink, also provides advisers with Envestnet’s reconciliation process. This feature is incorporated into Yodlee’s aggregation workflow to ensure that clients and their advisers are working with the most accurate, up-to-date data. Additionally, advisers will be able to access Envestnet’s alerting framework, as well as build their own applications using the platform’s open API.

Founded in 1999 and headquartered in Redwood City, California, Yodlee was acquired by Envestnet in the summer of 2015 for $660 million. A veteran of both FinDEVr and Finovate conferences—and a Best of Show winner from FinovateAsia 2013)—the company participated in our developers conference, FinDEVr Silicon Valley 2016, earlier this month, with a presentation titled “Fast Track API Integration with Envestnet | Yodlee.”