The Envestnet | Yodlee Advantage

Download our data sheet to learn about how we can help support your business with comprehensive, diverse data coverage, world-class data enrichment, and more.

Envestnet | Yodlee Credit Accelerator Attributes

Get an up-to-date view of borrower income, expenses, assets, and more using our Credit Accelerator File

Envestnet | Yodlee SMB Solutions

Drive primacy with small-to-medium businesses (SMBs) by using data and analytics to provide holistic financial views, actionable insights, and personalized services.

Envestnet Bank Deposit Index Data Sheet

Envestnet Bank Deposit Index provides daily views and insights into deposit inflows and outflows, as well as benchmarking against bank cohorts. Download the data sheet to learn more.

Envestnet | Yodlee Credit Accelerator

Easy access to customer-permissioned alternative lending data that includes current cashflow, deposit and asset data in one file.

416% ROI: The Business Case for Data Aggregation

Download our data sheet to see total economic impact of Envestnet Data Aggregation

Envestnet Insights Engine: Activate Data and Analytics for Impact

Download our data sheet to learn more about what our data, analytics, and experiences driven platform — featuring Insights Engine — can do for you.

Envestnet | Yodlee Data Aggregation Checklist

Download our data aggregation checklist data sheet to learn how data aggregation helps optimize customer relationships, establish more efficient operations and retain and expand customers and assets.

Envestnet | Yodlee Aggregator Switch Kit

Download our aggregator switch kit data sheet to learn how data aggregation helps optimize customer relationships, establish more efficient operations and retain and expand customers and assets.

Envestnet Wealth Data Platform

The Data & Analytics platform architecture features flexible and modular components so you can deploy solutions that drive revenue and provide targeted services to your customers.

Envestnet Enterprise Advanced Dashboards

With the Advanced Dashboards, you have daily insight into your sales and redemptions and can gain unprecedented understanding of your opportunities for each of your product types.

Envestnet Enterprise Basic Dashboards

Envestnet Analytics provides you with the answers you need to optimize your business within the Envestnet universe of over 1,000 financial advisory firms.

Envestnet Emerging Manager

Envestnet Analytics has been a critical tool for some of the most successful money managers, helping them find their best opportunities and stay ahead of the competition.

Enterprise Capital Gains

Envestnet | Yodlee & FinGoal Aggregator Switch Kit

Leveraging the Aggregator Switch Kit powered by the FinGoal Insights Platform, developers can switch to Yodlee’s data aggregation in a matter of minutes with no disruption to current users.

Envestnet Bank Data Platform Data Sheet

The Data & Analytics platform architecture features flexible and modular components so you can deploy solutions that drive revenue and provide targeted services to your customers.

Envestnet SMB Portal Admin View

The Envestnet SMB Portal’s Admin View helps identify opportunities for proactive, strategic outreach–sales opportunities, financial wellness, business guidance–and is designed to drive value for SMBs.

Envestnet Micro-Savings and Insights

Financial Service Providers can gain an advantage by growing deposits and enabling consumers to set and achieve savings goals with automated goal-based saving technology. consumers to set and achieve

Envestnet SMB Portal

Drive Small and Mid-Sized Businesses (SMB) strategy through a scalable white labeled solution that integrates data from the critical applications SMBs use to run their business.