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, performance reports, and portfolio accounting systems.
Most Recent Flipbooks
Financial Insights API
The Envestnet | Yodlee Financial Insights API enables financial institutions or FinTech developers to easily build hyper-personalized financial apps.
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.
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.
Insights Solutions: Personalized Views
With Envestnet | Yodlee Personalized Views, you can create a compelling, hyper-personalized digital experience empowering consumers’ day-to-day financial management.
Insights Solutions: Peer Benchmarking
Envestnet | Yodlee Peer Benchmarking can provide much-needed context and clarity for consumers and financial advisors.
Insights Solutions: Insights Library
Uncover financial insights around consumer spending, savings, budgeting, income, subscriptions, and more with the Envestnet | Yodlee Insights Library.
AI FinCheck
The AI FinCheck FinApp is an AI-driven financial wellness assistant that dynamically monitors financial health and provides actionable guidance.
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.
Conversate™ is Abe.ai’s artificial intelligence platform that gives financial institutions the power to build, launch, and support their conversational banking roadmap.
Conversational AI Virtual Financial Assistant
Abe.ai’s proprietary AI-driven conversational technology empowers financial institutions to create meaningful differentiation in the market through simple and engaging conversational experiences.
OK to Spend
The Envestnet | Yodlee OK to Spend FinApp and fully RESTful API empowers consumers to spend wisely and attain financial wellness.
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.
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.
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.
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.
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.
Account Verification
Envestnet | Yodlee Account Verification provides a safe, secure, and fast way for companies to bring consumers on board quickly and efficiently.
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.
Wealth Management Solutions: Investment Data Enrichment
Turns incorrect, confusing, and incomplete investor holdings and transaction input into clear, descriptive, and enriched investment data output.
Wealth Management Solutions: Security Normalization 3.0
With Envestnet | Yodlee Security Normalization 3.0, investment data received directly from financial institution sources is cleaned and supplemented with information from market data providers.