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Envestnet | Yodlee and Microsoft Team to Offer Integration with Dynamics 365
Envestnet | Yodlee's leading data aggregation platform integrates into Microsoft Dynamics 365 for Financials, providing businesses with easy access to real-time financial data

REDWOOD CITY, Calif., Dec. 13, 2016 /PRNewswire/ -- Envestnet | Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, today announced it is collaborating with Microsoft through its Dynamics 365 for Financials business application. The Envestnet | Yodlee Financial Data Platform is now integrated into Dynamics 365 for Financials to make it easier for business customers to utilize real-time payment and transaction data from a wider range of financial institutions to better inform critical business operations.

The joint effort between Envestnet | Yodlee and Microsoft allows customers in North America to easily integrate real-time financial data into their business processes. With the addition of the Envestnet | Yodlee Financial Data Platform, businesses using Dynamics 365 for Financials can now seamlessly access banking data from an exhaustive list of financial institutions, allowing them to automatically or manually feed financial information into their reconciliation processes and ensure they are always processing the latest payments for invoices, credit memos, or other open entries.

"Microsoft Dynamics 365 reinvents business productivity by making it easier for businesses to streamline their operations and manage all elements of their finances. Access to real-time data is pivotal to insights that can transform business processes," said Paul White, General Manager, Marketing, Microsoft Cloud + Enterprise. "By simplifying integration with Envestnet | Yodlee, we can provide customers with payment and transaction data from an extensive list of banking partners, and continue giving users a unique way to integrate their latest financial information into their business processes."

"Envestnet | Yodlee is proud to develop its relationship with a company as recognizable and innovative as Microsoft. With this integration, customers will have greater access than ever to critical financial information," said Jason O'Shaughnessy, SVP of International Markets at Envestnet | Yodlee. "Envestnet | Yodlee partners with financial institutions and Internet innovators around the world in order to provide customers with a complete view of their finance data, and we're excited to extend this to businesses utilizing Microsoft Dynamics 365. This integration truly gives businesses a simple way to manage their financial and reconciliation processes, and provides accurate, real-time visibility into their sales and financial health."

About Envestnet

Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to financial enterprises and advisors. Our solutions unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. Envestnet enables the transformation of wealth management into a transparent, independent, objective, and fiduciary standard of care, and empowers enterprises and advisors to more fully understand their clients and deliver better outcomes.

Envestnet's Advisor Suite enables financial advisors to better manage client outcomes and strengthen their practices. Institutional-quality research and advanced portfolio solutions are provided through Envestnet | PMC, our Portfolio Management Consultants group. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, personalized financial apps and services for millions of consumers. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software for advisors. Envestnet | Retirement Solutions provides retirement advisors with an integrated platform that combines leading practice management technology, research and due diligence, data aggregation, compliance tools, fiduciary solutions and intelligent managed account solutions.

More than 52,000 advisors and 2,500 companies including: 16 of the 20 largest U.S. banks, 38 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage Envestnet technology and services. Envestnet solutions enhance knowledge of the client, accelerate client on-boarding, improve client digital experiences, and help drive better outcomes for enterprises, advisors, and their clients.

For more information on Envestnet, please visit and follow @ENVintel (

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SOURCE Envestnet | Yodlee

Tim Scarfe, LEWIS for Envestnet | Yodlee,, 510-399-9032

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