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Financial Data Platform

Financial Data Platform

Published Date August 29, 2018

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Transaction Data Enrichment

Transaction Data Enrichment turns ambiguous transaction information into clear, contextualized data using sophisticated artificial intelligence and machine learning.
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FinApp Series

Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApp series enables financial service providers to deliver personalized, virtual financial assistance to consumers.

Other content in this Stream

about 1 year ago
On-Demand Webinar: Supporting Global SMB Growth and Transcending Borders with Financial Data

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about 2 years ago
On-Demand Webinar: Helping Consumers Navigate the Financial Crisis by Boosting Financial Literacy and Responsible Lending

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over 3 years ago
Future of Open Banking Panel - FinTech Summit 2021

25 min discussion pannel on the topic of Open Banking including SMEs across multiple companies in AU Region.

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over 3 years ago
Envestnet | Yodlee Brings It All Together

Truly innovative digital finances are driven by the most comprehensive & accurate data + intelligence. Envestnet | Yodlee Brings it All Together.

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over 5 years ago
Account Verification

Envestnet | Yodlee Account Verification validates account ownership and balance details across financial institutions, including top institutions and long tail coverage.

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almost 4 years ago
Australia Open Banking

With over 20 years of experience in financial data aggregation, Envestnet | Yodlee is uniquely prepared to help integrate open banking into your business.

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over 6 years ago
Data Processing

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Financial Data Aggregation

Watch this video to see how with Envestnet | Yodlee, account aggregation is quick, simple, and secure. By connecting all your financial accounts, you can better understand your financial situation.

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over 4 years ago
Transaction Data Enrichment

Transaction Data Enrichment turns ambiguous transaction information into clear, contextualized data using sophisticated artificial intelligence and machine learning.

Watch Video
FinApp Series

Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApp series enables financial service providers to deliver personalized, virtual financial assistance to consumers.

Watch Video
almost 6 years ago
Account Summary FinApp

Envestnet | Yodlee Account Summary provides consumers with a complete view of their finances. Conveniently display balances from all of their bank accounts, credit cards, and more.

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almost 6 years ago
Save for a Goal FinApp

Envestnet | Yodlee Save For a Goal, part of our FinApp series, tracks consumers’ savings and allows financial service providers to build functionality to automate savings contributions.

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almost 6 years ago
Budgets FinApp

Empower consumers to set a budget and stay on top of expenses and savings with Envestnet | Yodlee Budgets.

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almost 6 years ago
OK to Spend FinApp

By applying machine learning AI techniques and data analytics to historical transactions, Envestnet | Yodlee OK to Spend provides an easy way to forecast monthly expenses and balances.

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AI FinCheck FinApp

As an AI-powered virtual financial wellness assistant, Envestnet | Yodlee AI FinCheck dynamically measures consumers' financial health and automate insights to improve financial wellness.

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almost 6 years ago
Investment Holdings FinApp

With Envestnet | Yodlee Investment Holdings, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, and more.

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almost 6 years ago
Cash Flow Analysis FinApp

By showing consumers where they stand across all their accounts, Envestnet | Yodlee Cash Flow Analysis helps consumers make sound financial decisions and improve their financial wellness.

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almost 6 years ago
Expense and Income Analysis FinApp

With Envestnet | Yodlee Expense and Income Analysis, spending and income are displayed graphically to highlight categories and trends that help consumers manage their spending.

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almost 6 years ago
Transactions FinApp

Envestnet | Yodlee Transactions provide consumers with a consolidated view of their projected, current, and historic transactions from multiple accounts, organized by merchant or category.

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almost 6 years ago
FastLink

Envestnet | Yodlee FastLink gives consumers the ability to aggregate all of their financial accounts - banking, bills, loans, investments, and more - from financial institutions around the world.

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