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.
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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.
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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.
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Envestnet Analytics provides you with the answers you need to optimize your business within the Envestnet universe of over 1,000 financial advisory firms.
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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.
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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.
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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.
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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.
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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
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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.
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The Envestnet | Yodlee Financial Data Platform provides the best and most comprehensive financial data across retail banking, credit, and wealth management. management.
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Envestnet® | Yodlee® offers extensive data connectivity for a range of use cases fueled by bank, credit card, investment, loans, and other account types.
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With accurate, de-identified consumer spending data and insights, data-driven advertising organizations have the intelligence needed to create better-performing audience segments and more.
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Learn how Envestnet Data & Analytics can help support your business with data connectivity, analytics and intelligence, and experiences to support an Intelligent Financial Life for your customers.
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Build and deliver hyper-personalized apps with the most comprehensive site coverage and accurate financial data, intelligent APIs, and developer-friendly tools and pricing.
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Envestnet | Yodlee Peer Benchmarking can provide much-needed context and clarity for consumers and financial advisors.
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Understanding your company’s performance from every angle is vital for creating analyst and investor confidence during quarterly earnings calls.
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The Envestnet | Yodlee Financial Insights API enables financial institutions or FinTech developers to easily build hyper-personalized financial apps.
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With Envestnet | Yodlee Personalized Views, you can create a compelling, hyper-personalized digital experience empowering consumers’ day-to-day financial management.
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Uncover financial insights around consumer spending, savings, budgeting, income, subscriptions, and more with the Envestnet | Yodlee Insights Library.
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