I just finished a simple discovery/research project for a new client, Marisa. She was interested in the capabilities and fees of the leading financial data aggregators. I did some initial research and decided to focus my efforts on Yodlee and Plaid. I created developer sandbox accounts and went through their API documentation to see if it meets Marisa’s needs. I documented my findings and did a quick demo for the client. We were both pleased with the outcome and hope this leads to more work on her project. See the great feed back we got below:
Marisa – “Although this project was very small, Travis has completed it on time and has given me very good feedback and we have a plan for the next phase of my project. I will continue to use Travis for my project.”