Envestnet

Envestnet

projects

Projects completed 2020-2025 at Envestnet | Yodlee and Envestnet Inc.

Projects completed 2020-2025 at Envestnet | Yodlee and Envestnet Inc.

FastLink 4.0

Full remodel and re-release of FastLink (Envestnet | Yodlee’s account linking and aggregation software used by Paypal, Mint, Bank of America and more) to compete with Plaid.

Click to view documentation and demo

FastLink 4.0

Full remodel and re-release of FastLink (Envestnet | Yodlee’s account linking and aggregation software used by Paypal, Mint, Bank of America and more) to compete with Plaid.

Click to view documentation and demo

FastLink 4.0

Full remodel and re-release of FastLink (Envestnet | Yodlee’s account linking and aggregation software used by Paypal, Mint, Bank of America and more) to compete with Plaid.

Click to view documentation and demo

Configuration Tooling

Expansion project to make FastLink’s visual and data experience versatile and fully customizable for clients like Morgan Stanley and Bank of America.

Click to interact with live demo

Configuration Tooling

Expansion project to make FastLink’s visual and data experience versatile and fully customizable for clients like Morgan Stanley and Bank of America.

Click to interact with live demo

Configuration Tooling

Expansion project to make FastLink’s visual and data experience versatile and fully customizable for clients like Morgan Stanley and Bank of America.

Click to interact with live demo

Embedded Investing

A robo-advisor and investment management platform made for seamless integration into existing sites and apps, providing users with access to a multitude of personal finance solutions.

Click to view prototype

Embedded Investing

A robo-advisor and investment management platform made for seamless integration into existing sites and apps, providing users with access to a multitude of personal finance solutions.

Click to view prototype

Embedded Investing

A robo-advisor and investment management platform made for seamless integration into existing sites and apps, providing users with access to a multitude of personal finance solutions.

Click to view prototype

Design System

Custom re-branded illustration library for use across Envestnet products + research/design process to add a status pill component to Envestnet’s existing design system.

Click to view illustrations

Design System

Custom re-branded illustration library for use across Envestnet products + research/design process to add a status pill component to Envestnet’s existing design system.

Click to view illustrations

Design System

Custom re-branded illustration library for use across Envestnet products + research/design process to add a status pill component to Envestnet’s existing design system.

Click to view illustrations

ILLUSTRATION

design