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Financial Data Platform

Financial Data Platform

Published Date August 29, 2018

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Financial Wellness Solutions - UK
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Account Verification

Envestnet | Yodlee Account Verification validates account ownership and balance details across financial institutions, including top institutions and long tail coverage.

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about 3 years ago
Envestnet | Yodlee Brings It All Together

Truly innovative digital finances are driven by the most comprehensive & accurate data + intelligence. Envestnet | Yodlee Brings it All Together.

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almost 4 years ago
Financial Wellness Solutions - UK

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over 5 years ago
Account Verification

Envestnet | Yodlee Account Verification validates account ownership and balance details across financial institutions, including top institutions and long tail coverage.

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Financial Data Aggregation

Watch this video to see how with Envestnet | Yodlee, account aggregation is quick, simple, and secure. By connecting all your financial accounts, you can better understand your financial situation.

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about 6 years ago
Data Processing

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about 4 years ago
Transaction Data Enrichment

Transaction Data Enrichment turns ambiguous transaction information into clear, contextualized data using sophisticated artificial intelligence and machine learning.

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over 5 years ago
Financial Wellness Solutions

With Envestnet | Yodlee Financial Wellness Solutions, you can empower your customers to take control of their finances, achieve their goals, and improve their financial health.

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almost 6 years ago
FastLink

Envestnet | Yodlee FastLink gives consumers the ability to aggregate all of their financial accounts - banking, bills, loans, investments, and more - from financial institutions around the world.

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FinApp Series

Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApp series enables financial service providers to deliver personalized, virtual financial assistance to consumers.

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almost 6 years ago
Account Summary FinApp

Envestnet | Yodlee Account Summary provides consumers with a complete view of their finances. Conveniently display balances from all of their bank accounts, credit cards, and more.

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AI FinCheck FinApp

As an AI-powered virtual financial wellness assistant, Envestnet | Yodlee AI FinCheck dynamically measures consumers' financial health and automate insights to improve financial wellness.

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almost 6 years ago
Budgets FinApp

Empower consumers to set a budget and stay on top of expenses and savings with Envestnet | Yodlee Budgets.

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almost 6 years ago
Save for a Goal FinApp

Envestnet | Yodlee Save For a Goal, part of our FinApp series, tracks consumers’ savings and allows financial service providers to build functionality to automate savings contributions.

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almost 6 years ago
OK to Spend FinApp

By applying machine learning AI techniques and data analytics to historical transactions, Envestnet | Yodlee OK to Spend provides an easy way to forecast monthly expenses and balances.

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almost 6 years ago
Investment Holdings FinApp

With Envestnet | Yodlee Investment Holdings, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, and more.

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almost 6 years ago
Cash Flow Analysis FinApp

By showing consumers where they stand across all their accounts, Envestnet | Yodlee Cash Flow Analysis helps consumers make sound financial decisions and improve their financial wellness.

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almost 6 years ago
Expense and Income Analysis FinApp

With Envestnet | Yodlee Expense and Income Analysis, spending and income are displayed graphically to highlight categories and trends that help consumers manage their spending.

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almost 6 years ago
Transactions FinApp

Envestnet | Yodlee Transactions provide consumers with a consolidated view of their projected, current, and historic transactions from multiple accounts, organized by merchant or category.

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almost 6 years ago
Net Worth FinApp

Envestnet | Yodlee Net Worth reports comprehensive net worth, enabling consumers to see the progress they’ve made on their path to financial wellness.

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