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Envestnet | Yodlee AI FinCheck Data Sheet

June 5, 2018

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

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Envestnet | Yodlee Conversational AI

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The Platform for Financial Innovation

The Envestnet | Yodlee Financial Data Platform brings together financial data and analytics in unique ways ...

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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 FastLink for Data Aggregation

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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

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Envestnet | Yodlee Wealth Management

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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Envestnet | Yodlee Wealth Management Solutions: Account Aggregation

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Envestnet | Yodlee Wealth Management Solutions: Reconciliation Service

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Build the Next Generation of Financial Applications

Envestnet | Yodlee ensures that every financial application you develop offers digital transaction safety, security, and easy integration.

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Drive Your Innovation with the Envestnet | Yodlee Financial Data Aggregation Platform

The Envestnet | Yodlee Aggregation API supports the development of financial apps by providing authorized and secure access to real-time data for customers’ bank, credit card, investment.

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