Envestnet | Yodlee
6.5#13 in bank connectivity softwareFree planFree planWebAPI
VisitEnvestnet | Yodlee vs Trovata TMS
Trovata TMS
7.3#1 in bank connectivity softwareFrom $24,000 a yearAndroidiOSWebAPI
VisitWhat both publish
| Fact | Envestnet | Yodlee | Trovata TMS |
|---|---|---|
| Compliance | Yodlee says it undergoes an annual SOC 2 Type 2 assessment and is PCI-DSS 4.0.1 certified as a Level One Service Provider. | Trovata states that its secure cloud-based platform is SOC-1 Type 2 and SOC-2 Type 2 certified. |
| Product | Yodlee provides financial data aggregation for personal finance management, lending, and wealth management use cases. | Trovata TMS is a cloud-native treasury management system built on real-time bank connectivity and normalized financial data. |
| Security | Yodlee reports an annual SOC 2 Type 2 assessment, with the latest report available to clients and prospects under NDA. | Trovata states that production data is encrypted at rest with AES-256 and protected in transit with TLS 1.2 using Amazon Key Management Service for cryptographic keys. |
Envestnet | Yodlee plans
- SandboxFree
Trovata TMS plans
- Base Package$24,000 a year
- Trovata TMSPriced on request
Pick Envestnet | Yodlee if…
Yodlee is aimed at financial institutions, banks, technology companies, and developers building applications that use personal financial data. Its free Sandbox can suit developers who want to work with sample data before seeking live access.
Pick Trovata TMS if…
Trovata TMS is designed for treasury teams managing multiple banks, entities, and currencies, as well as finance leaders and accounting teams.