Data Sheets

  • Financial Insights API

    Financial Insights API

    The Envestnet | Yodlee Financial Insights API enables financial institutions or FinTech developers to easily build hyper-personalized financial apps.

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  • Developer Experience

    Developer Experience

    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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  • Conversational AI

    Conversational AI

    Using natural language processing specifically tailored to FSPs, Envestnet | Yodlee Conversational AI enables FSPs to connect directly with consumers across all major conversational ecosystems.

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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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  • AI FinCheck

    AI FinCheck

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

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  • Account Verification API

    Account Verification API

    Get access to key details from bank accounts in Internet time to provide a killer UX experience while reducing risk of fraud and NSF or non-payment.

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  • Account Aggregation API

    Account Aggregation API

    Get user-permissioned, secure access to financial account and transactional data from users’ checking, savings, investments, loans, rewards, and other financial accounts for disruptive digital apps.

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  • Channel Partner Overview

    Channel Partner Overview

    Envestnet | Yodlee channel partners are equipped with the financial solutions, tools, technology, and support to drive growth and meet financial service providers’ increasing needs.

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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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  • OK to Spend

    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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  • Financial Wellness Solutions for Financial Institutions

    Financial Wellness Solutions for Financial Institutions

    Envestnet | Yodlee Financial Wellness Solutions for Financial Institutions is comprised of the FinApp series and APIs that go far beyond just organizing historical financial data.

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  • FastLink for Data Aggregation

    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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  • Transaction Data Enrichment

    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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  • Account Verification

    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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  • Wealth Management Solutions

    Wealth Management Solutions

    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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  • Wealth Management Solutions: Account Aggregation

    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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  • Wealth Management Solutions: Asset Classification Service

    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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  • Wealth Management Solutions: Investment Options Service

    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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  • Wealth Management Solutions: Reconciliation Service

    Wealth Management Solutions: Reconciliation Service

    Envestnet | Yodlee’s Reconciliation Service leverages the most accurate and complete investment data for both managed, and non-managed accounts for use in your investor consultations.

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