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.
Build and deliver hyper-personalized apps with the most comprehensive site coverage and accurate financial data, intelligent APIs, and developer-friendly tools and pricing.
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 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.
The AI FinCheck FinApp is an AI-driven financial wellness assistant that dynamically monitors financial health and provides actionable guidance.
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.
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.
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.
OK to Spend
The Envestnet | Yodlee OK to Spend FinApp and fully RESTful API empowers consumers to spend wisely and attain financial wellness.
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.
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.
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.
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: 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.
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.
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.
Wealth Management Solutions: Reconciliation Service