Data Sheets
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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
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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The Platform for Financial Innovation
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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Wealth Management Solutions: Investment Data Enrichment
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Wealth Management Solutions: Security Normalization 3.0
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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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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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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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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
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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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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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
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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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
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
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
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
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
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
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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