Data Sheets

  • Envestnet | Yodlee Conversational AI

    Envestnet | Yodlee 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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  • 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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  • 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 | Yodlee Risk Insight for Pre-Qualification

    Envestnet | Yodlee Risk Insight for Pre-Qualification

    In minutes, the Envestnet | Yodlee Risk Insight for Pre-Qualification report gives a quick “yes-no” report that tells lenders whether a prospect meets their criteria for a specific lending product.

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  • The Envestnet | Yodlee Developer Experience

    The Envestnet | Yodlee Developer Experience

    Our new developer experience, anchored by our world-class data coverage from over 18,000 global data sources, allows developers to easily integrate, build, launch, and scale powerful solutions.

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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 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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