Using natural language processing specifically tailored to FSPs, Envestnet | Yodlee Conversational AI enables FSPs to connect directly with consumers on the devices of their choice across all major conversational ecosystems.
Envestnet | Yodlee Account Verification validates account ownership and balance details across financial in...
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On-Demand Webinar: Addressing the Digital Needs for Next Gen-Wealth Clients
Watch our on-demand webinar as we discuss the trends driving change and digital transformation in wealth management.
On-Demand Webinar: The Open Banking Experience: Getting on Track
Watch our on-demand webinar hosted by Finextra as we discuss open banking and how to get on track and build your PSD2 APIs.
Rocket Dollar uses the Envestnet | Yodlee Platform API to provide its customers with a one-stop-shop for accessing their unconventional retirement portfolios.
Using Account Aggregation and Reconciliation to Boost Revenue
Data Reconciliation provides a more comprehensive picture of client portfolios and better data accuracy, empowering wealth advisors to make recommendations and advise on strategy with confidence.
Link Accounts FinApp - Consumer Audience
Managing multiple accounts and institutions can be difficult and time-consuming. With this tool, you can gain a clear understanding of your financial situation.
On-Demand Webinar: Accelerating Advisor Productivity with Intelligent Technology
Learn how cutting-edge advisor solutions are breaking down technology barriers and get an in-depth look at the interconnected technologies that are creating new business opportunities.
Envestnet | Yodlee Account Verification validates account ownership and balance details across financial institutions, including top institutions and long tail coverage.
Financial Advisor Aggregation Testimonial
Blake Kannady, a former financial advisor at a top 5 wealth management firm, describes how both he and his clients benefited from financial data aggregation.
Using natural language processing specifically tailored to FSPs, Envestnet | Yodlee Conversational AI enables FSPs to connect directly with consumers across all major conversational ecosystems.
FinApp: Envestnet | Yodlee Investment Holdings
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.
FinApp: Envestnet | Yodlee Net Worth
Envestnet | Yodlee Net Worth reports comprehensive net worth, enabling consumers to see the progress they’ve made on their path to financial wellness.
Envestnet | Yodlee 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.
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
Unlocking the Opportunities in Next-Generation Wealth Management
Changing demographics and fast-evolving technology are generating new business potential for the advisors and wealth management firms who adapt. Find out what you need to do to surmount these shifts.
Data Aggregation + Intelligence: The Keystone to Financial Innovation
Envestnet | Yodlee not only seamlessly collects and acquires financial data, but also cleanses and enriches it to enable the insights that set your financial apps and services apart from the rest.
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.
AI FinCheck, part of our FinApp series, is an AI-driven financial wellness assistant that dynamically monitors financial health and provides actionable guidance.
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.
Financial Wellness Solutions
Envestnet | Yodlee Financial Wellness Solutions provide engaging personal financial experiences with actionable insights for consumers and financial institutions.
Transaction Data Enrichment