Our CEO Anil Arora spoke on a “Wake Up with the CEOs” panel at Money20/20. Find out what he and other leaders had to say about the industry and its future.
Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApps enable financial service providers to deliver personalized, virtual financial assistance to consumers.
Financial Data Aggregation - Asset Strategy Advisors
“It's critical to have good information, accurate information, timely information feeding into our systems so that we can collaborate with our clients.” - Kent Fitzpatrick
Watch this video to learn about Envestnet Intelligence for Financial Institutions, a new omni-channel intelligence tool that leverages AI, natural language processing, and a data analytics engine.
Watch this video to gain a deeper understanding of how Envestnet | Yodlee, a leading platform provider, facilitates the data aggregation process—from acquisition to delivery.
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.
The Envestnet | Yodlee Net Worth FinApp reports comprehensive net worth, enabling consumers to see the progress they’ve made on their path to financial wellness.
As an AI-powered virtual financial wellness assistant, Envestnet | Yodlee AI FinCheck dynamically measures consumers' financial health and automate insights to improve financial wellness.
The Envestnet | Yodlee Save For a Goal FinApp tracks consumers’ savings and allows financial service providers to build functionality to automate savings contributions.
By applying machine learning AI techniques and data analytics to historical transactions, the Envestnet | Yodlee OK to Spend FinApp provides an easy way to forecast monthly expenses and balances.
With the Envestnet | Yodlee Investment Holdings FinApp, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, and more.
By showing consumers where they stand across all their accounts, the Envestnet | Yodlee Cash Flow Analysis FinApp helps consumers make sound financial decisions and improve their financial wellness.
Envestnet | Yodlee Expense and Income Analysis FinApp
With the Envestnet | Yodlee Expense and Income Analysis FinApp, spending and income are displayed graphically to highlight categories and trends that help consumers manage their spending.
The Envestnet | Yodlee Transactions FinApp provides consumers with a consolidated view of their projected, current, and historic transactions from multiple accounts, organized by merchant or category.
The Envestnet | Yodlee Account Summary FinApp provides consumers with a complete view of their finances. Conveniently display balances from all of their bank accounts, credit cards, and more.
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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