Wealth Management Solutions: Reconciliation Service

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

Build and deliver hyper-personalized apps with the most comprehensive site coverage and accurate financial data, intelligent APIs, and developer-friendly tools and pricing.

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

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

The Envestnet | Yodlee OK to Spend FinApp and fully RESTful API empowers consumers to spend wisely and attain financial wellness.

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.

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.

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 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 Account Verification provides a safe, secure, and fast way for companies to bring consumers on board quickly and efficiently.

Envestnet | Yodlee Wealth Management is a suite of tools and enhanced wealth data that transforms how financial institutions interact with self-directed investors.