Identifying the ideal Finance Management Software to suit your specific requirements can be challenging. Envestnet Yodlee is headquartered at Raleigh, while Plaid is headquartered at San Francisco. Choosing software like Envestnet Yodlee or Plaid requires thorough contemplation and comparing key factors. The question remains - Envestnet Yodlee vs. Plaid - which is the superior option? Check out the in-depth comparison now!
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List of All Finance Management SoftwareSoftwareSuggest offers verified & unbiased user reviews based on user ratings and feedback. Our ratings and reports do not contain any paid placements. Learn more about our ranking methodology.
Plans and Pricing
Compare pricing of Envestnet Yodlee vs Plaid with the following detailed pricing plan info.
Some vendors offer only custom pricing based on specific customer needs. This is because every client's requirements vary greatly- influencing the final cost. For accurate pricing, reach out to the vendor directly for personalized quotes.
- Free Plan
- Free Trial
Some vendors offer only custom pricing based on specific customer needs. This is because every client's requirements vary greatly- influencing the final cost. For accurate pricing, reach out to the vendor directly for personalized quotes.
- Free Plan
- Free Trial
Features
Compare between Envestnet Yodlee and Plaid based on their key features and functionalities to pick the right one for your business.
- Customizable Dashboards
- Bill Payment Reminders
- Goal Setting
- Data Analytics
- Embedded Finance
- Mobile App Integration
- Fintech
- Accounting
- Budgeting & Forecasting
- Financial Wellness Solutions
- Cash Flow Analysis
- Credit Risk Assessment
- Budgeting Tools
- Financial Data Apis
- Investment Management
- Customizable Dashboards
- Bill Payment Reminders
- Goal Setting
- Data Analytics
- Embedded Finance
- Mobile App Integration
- Fintech
- Accounting
- Budgeting & Forecasting
- Financial Wellness Solutions
- Cash Flow Analysis
- Credit Risk Assessment
- Budgeting Tools
- Financial Data Apis
- Investment Management
Screenshots
Take a look at the below screenshots and seamlessly compare the user interface of Envestnet Yodlee and Plaid for better insights.
Awards
Envestnet Yodlee and Plaid have been awarded by SoftwareSuggest for the selected categories. These awards have been given on the basis of the overall performance of this software in the Finance Management Software category.


User Reviews
Based on all the user reviews and ratings received by Envestnet Yodlee and Plaid in Finance Management Software category, we've provided an average user rating for each software below. Envestnet Yodlee has received no reviews while Plaid has not received any reviews. Be the first one to write Plaid review
No reviews yet. Be the first to review
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Write a ReviewSpecifications
Check out the specifications of Envestnet Yodlee and Plaid. Learn about their accessibility features, customer support channels, payment methods, and device compatibility.
- Freelancers
- Startups
- SMBs
- Mid-Market
- Enterprises
- API
- Free Trial
- Mobile Support
- Lifetime Free Plan
- Customization
- Phone
- Live Support
- Training
- Tickets
- Yearly
- Monthly
- Onetime (Perpetual License)
- Transaction
- Web App
- Windows
- macOS
- iOS
- Android
- Freelancers
- Startups
- SMBs
- Mid-Market
- Enterprises
- API
- Free Trial
- Mobile Support
- Lifetime Free Plan
- Customization
- Phone
- Live Support
- Training
- Tickets
- Yearly
- Monthly
- Onetime (Perpetual License)
- Transaction
- Web App
- Windows
- macOS
- iOS
- Android
Video
To gain a better understanding of how these Envestnet Yodlee and Plaid work, you can check out the videos below. Browse through the videos and make the right choice.
Company Details
Get insight into the company details Envestnet Yodlee and Plaid and learn how they operate. Explore the company name, its location, and more!
Envestnet | Yodlee
Raleigh
Plaid
San Francisco
Alternatives
FAQs
Do Envestnet Yodlee and Plaid offer a free trial?
Yes, Envestnet Yodlee and Plaid provide a free trial to its users.
Envestnet Yodlee and Plaid cater to which types of businesses?
Envestnet Yodlee is suitable for Startups, SMBs & Enterprises, whereas Plaid is suitable for Startups, SMBs, Mid-Market & Enterprises.
What level of customer support can I expect from Envestnet Yodlee and Plaid?
Envestnet Yodlee provides customer support over various channels including phone, email and tickets, and Plaid provides customer support over phone, email, live support and more.
For what other purposes can Envestnet Yodlee and Plaid be used?
Apart from being a Finance Management software, Envestnet Yodlee can be used as a financial services software, conversational ai platform and financial wellness platform, while Plaid can be utilized as a medical billing software and loan origination software.
What are the key features of Envestnet Yodlee and Plaid?
Key features of Envestnet Yodlee include account aggregation, transaction data enrichment, personal financial management, data analytics, financial wellness solutions, credit risk assessment, while Plaid offers features, such as account verification, transaction data, balance checks, income verification.
Envestnet Yodlee