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.
The Envestnet | Yodlee Asset Transfer Service streamlines the asset transfer process and reduces investor friction by using proven aggregation technology.
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.
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.
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.
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.
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.
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.
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.
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.
Envestnet | Yodlee Wealth Management is a suite of tools and enhanced wealth data that transforms how financial institutions interact with self-directed investors.
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.
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.
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.
Envestnet | Yodlee 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.
