Data Sheets

  • Envestnet | Yodlee AI FinCheck Data Sheet

    Envestnet | Yodlee AI FinCheck Data Sheet

    The AI FinCheck FinApp is an AI-driven financial wellness assistant that dynamically monitors financial health and provides actionable guidance.

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  • The Platform for Financial Innovation

    The Platform for Financial Innovation

    The Envestnet | Yodlee Financial Data Platform brings together financial data and analytics in unique ways to power personalized and dynamic financial apps and grow business insights.

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  • Freddie Mac Service Provider for Automated Asset Assessment Capability

    Freddie Mac Service Provider for Automated Asset Assessment Capability

    Envestnet | Yodlee® is collaborating with Freddie Mac to use consumer-permissioned aggregated data in the mortgage process.

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  • Envestnet Intelligence for Financial Institutions

    Envestnet Intelligence for Financial Institutions

    Envestnet® Intelligence for Financial Institutions is an omni-channel intelligence tool that leverages AI & machine learning, natural language processing, and an advanced data analytics engine.

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  • Envestnet | Yodlee Asset Transfer Service

    Envestnet | Yodlee Asset Transfer Service

    The Envestnet | Yodlee Asset Transfer Service streamlines the asset transfer process and reduces investor friction by using proven aggregation technology.

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  • Envestnet | Yodlee Data Analytics for Market Research Data Sheet

    Envestnet | Yodlee Data Analytics for Market Research Data Sheet

    Envestnet | Yodlee Data Analytics for Market Research is a new competitive intelligence and market research data report for retailers, market research firms, and ecommerce businesses.

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  • Envestnet | Yodlee Risk Insight Solutions: Asset Insight

    Envestnet | Yodlee Risk Insight Solutions: Asset Insight

    Envestnet | Yodlee’s Asset Insight is a package of calculated attributes that can be added into any Envestnet | Yodlee Risk Insight report.

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  • Envestnet | Yodlee Risk Insight Solutions: Expense Insight

    Envestnet | Yodlee Risk Insight Solutions: Expense Insight

    Envestnet | Yodlee Expense Insight can be added into any of the Envestnet | Yodlee Risk Insight Solutions reports to provide clear, and consistent information on a consumer’s expense profile.

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  • Envestnet | Yodlee Risk Insight Solutions: Income Insight

    Envestnet | Yodlee Risk Insight Solutions: Income Insight

    As a part of Envestnet | Yodlee Risk Insight Solutions, Envestnet | Yodlee's Income Insight provides transaction and account level data when decisioning, underwriting, and verification processes.

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  • Envestnet | Yodlee Mortgage Asset Verification Report

    Envestnet | Yodlee Mortgage Asset Verification Report

    See how to quickly gather critical mortgage asset information in real time to satisfy underwriting requirements, thereby improving the user experience for applicants while reducing internal costs.

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  • Envestnet | Yodlee OK to Spend

    Envestnet | Yodlee OK to Spend

    The Envestnet | Yodlee OK to Spend FinApp and fully RESTful API empowers consumers to spend wisely and attain financial wellness.

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  • Envestnet | Yodlee Financial Wellness Solution for Retail Banking

    Envestnet | Yodlee Financial Wellness Solution for Retail Banking

    The Envestnet | Yodlee Financial Wellness Solution for Retail Banking is a suite of FinApps and APIs that go far beyond just organizing historical financial data.

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  • Envestnet | Yodlee FastLink for Data Aggregation

    Envestnet | Yodlee FastLink for Data Aggregation

    Envestnet | Yodlee FastLink for Aggregation is a unique, patented technology that leverages Envestnet | Yodlee’s experience aggregating consumer financial data for the largest financial providers.

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  • Envestnet | Yodlee Aggregation Platform for Salesforce Financial Services Cloud

    Envestnet | Yodlee Aggregation Platform for Salesforce Financial Services Cloud

    The Envestnet | Yodlee integration with the Salesforce Financial Services Cloud provides advisors a single, comprehensive view of the data they need to build deeper one-to-one client relationships.

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  • Envestnet | Yodlee Transaction Data Enrichment

    Envestnet | Yodlee Transaction Data Enrichment

    Envestnet | Yodlee Transaction Data Enrichment is a part of our Financial Cloud Platform. Yodlee Transaction Data Enrichment automatically scans raw, unsorted credit card and transaction data.

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  • Envestnet | Yodlee Account Verification

    Envestnet | Yodlee Account Verification

    Envestnet | Yodlee Account Verification provides a safe, secure, and fast way for companies to bring consumers on board quickly and efficiently.

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  • Envestnet | Yodlee Wealth Management

    Envestnet | Yodlee Wealth Management

    Envestnet | Yodlee Wealth Management is a suite of tools and enhanced wealth data that transforms how financial institutions interact with self-directed investors.

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  • Envestnet | Yodlee Wealth Management Solutions: Account Aggregation

    Envestnet | Yodlee Wealth Management Solutions: Account Aggregation

    With Envestnet | Yodlee’s Account Aggregation, you can gain a complete view of your investor’s entire financial profile in order to deliver informed investment advice that’s in their best interest.

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  • Envestnet | Yodlee Wealth Management Solutions: Asset Classification Service

    Envestnet | Yodlee Wealth Management Solutions: Asset Classification Service

    Enrich your investment advice and reporting with asset classification, and risk and reward data with Envestnet | Yodlee’s Asset Classification Service.

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  • Envestnet | Yodlee Wealth Management Solutions: Investment Options Service

    Envestnet | Yodlee Wealth Management Solutions: Investment Options Service

    With Envestnet | Yodlee’s Investment Options Service, you can gain an understanding of your investors’ 401(k) plans, and the investment options available to them.

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