In order to gain a comprehensive financial view as an advisor, it’s critical that investors’ data is consistently formatted, securities have matching descriptions, and stocks and bonds have the right symbols. 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 for increased clarity. After accurately identifying security holdings and increasing data population rates, advisors are able to intelligently analyze the data and deliver more strategic financial guidance.
Turns incorrect, confusing, and incomplete investor holdings and transaction input into clear, descriptive,...
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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 Envestnet | Yodlee Financial Data Platform provides the best and most comprehensive financial data across retail banking, credit, and wealth management. management.
The Envestnet | Yodlee Financial Insights API enables financial institutions or FinTech developers to easily build hyper-personalized financial apps.
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Envestnet | Yodlee Peer Benchmarking can provide much-needed context and clarity for consumers and financial advisors.
Uncover financial insights around consumer spending, savings, budgeting, income, subscriptions, and more with the Envestnet | Yodlee Insights Library.
Retain and grow your deposits while enabling consumers to set and achieve savings goals with automated, goals-based saving technology.
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.
Conversate™ is Abe.ai’s artificial intelligence platform that gives financial institutions the power to build, launch, and support their conversational banking roadmap.
Abe.ai’s proprietary AI-driven conversational technology empowers financial institutions to create meaningful differentiation in the market through simple and engaging conversational experiences.
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 Financial Wellness Solutions for Financial Institutions is comprised of the FinApp series and APIs that go far beyond just organizing historical financial data.
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.
Turns incorrect, confusing, and incomplete investor holdings and transaction input into clear, descriptive, and enriched investment data output.