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  Financial Wellness Solutions make it easy to give personalized advice and financial coaching.
  
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Products
- Data, Apps, & Apis
  
  Data, Apps, & APIs
  
  Join thousands of institutions and FinTech pioneers leveraging the best financial APIs, apps, and data.
  
  Learn More
  
  Products
  
  Data Aggregation
  
  Financial Wellness
  
  Data Enrichment
  
  Conversational AI
  
  Account Verification
  
  View All Data, Apps, & APIs
- Aggregation
  
  Aggregation
  
  We connect you to the most comprehensive and accurate data in the market for FinTech and financial services.
  
  Read More
  
  Products
  
  Account Info
  
  Asset Aggregation
  
  Balance Verification
  
  Investment Holdings
  
  FinApp: Transactions
  
  FastLink
  
  View All
  
  Visit Data Aggregation
- Verification
  
  Verification
  
  A safe, secure, and quick way to instantly verify and connect accounts with reduced risk.
  
  Read More
  
  All Products
  
  ACH
  
  Account Validation
  
  Bank Identity Verification
  
  Document Download
  
  Balance Verification
  
  Transaction Verification
  
  View All
  
  View All Verification Products
- Enrichment
  
  Enrichment
  
  Extract deep insights into customer needs and drive more meaningful interactions with Transaction Data Enrichment.
  
  Learn More
  
  Quick Links
  
  Transaction Data Enrichment
  
  Reconciliation
  
  Asset Classification
  
  View All Enrichment Products
- Financial Wellness
  
  Financial Wellness
  
  Financial Wellness Solutions make it easy to give personalized advice and financial coaching.
  
  Read More
  
  FinApps
  
  SMB Solutions
  
  Account Summary
  
  Financial Forecasting
  
  Save For A Goal
  
  FastLink
  
  More
  
  View All Data, Apps, & APIs
- Conversational AI
  
  Conversational AI
  
  Deliver next-gen financial experiences with conversational AI that guide consumers toward financial wellness.
  
  Read More
  
  Products
  
  Conversational Banking
  
  Virtual Financial Assistant
  
  View All Conversational AI Products
- Analytics
  
  Analytics
  
  How retail and financial institutions can leverage data analytics for increased opportunities.
  
  Read More
  
  Featured Products
  
  Investor
  
  Corporate
  
  View all Analytics Products
- Investor
  
  Investor Data Analytics
  
  Gain a competitive edge in portfolio management with timely and comprehensive de-identified data analytics which informs investment and risk management decision-making.
  
  Read More
  
  Related Content
  
  Investor Data Analytics Details
  
  Video: Aggregated Spending Analytics
  
  Coronavirus Economic Impact
  
  Read More
- Corporate
  
  Corporate Data Analytics
  
  Gain insight into competitive landscape and customer affinity through unique consumer spending trends and income data analytics for strategic decision-making.
  
  Read More
  
  Related Content
  
  Corporate Data Analytics Details
  
  Video: Market Research & Shopping Insights
  
  Read More
Products

Revolutionize financial services with our innovative APIs, Apps, and Analytics products.

Read More

Featured Products

Data Aggregation

Account Verification

Transaction Data Enrichment

Financial Wellness

Virtual Financial Assistant

View all Data, Apps, and APIs

View All Products
Solutions
- FinTech
  
  FinTech
  
  Enable hyper-personalized FinTech experiences with the most comprehensive, accurate data and intelligent APIs.
  
  Read More
  
  Products
  
  Credit Accelerator
  
  Data Aggregation
  
  Account Verification
  
  Transaction Data Enrichment
  
  View All
  
  View All Solutions
- Retail Banking
  
  Retail Banking
  
  Our shopping insights dashboard allow merchants to analyze their market and grow their business with confidence.
  
  Read More
  
  Products
  
  Credit Accelerator
  
  SMB Solutions
  
  Data Aggregation
  
  Account Verification
  
  Conversational Banking
  
  Transaction Data Enrichment
  
  View Retail Banking
  
  View All Solutions
- Wealth Management
  
  Wealth Management
  
  Find out why many of the top wealth management firms rely on the Envestnet | Yodlee for their financial data.
  
  Read More
  
  Products
  
  Data Aggregation
  
  Account Verification
  
  Reconciliation
  
  Asset Aggregation
  
  View All
  
  View All Solutions
- Payment Enablement
  
  Payment Enablement
  
  Consumers expect immediate access to their money and transactions; you can make it happen with Envestnet | Yodlee®.
  
  Read More
  
  Products
  
  Payment Processors
  
  Account Verification
  
  Account Validation
  
  ACH
  
  Bank Identity Verification
  
  View All
  
  View All Solutions
- Financial Wellness
  
  Financial Wellness
  
  Financial Wellness Solutions make it easy to give personalized advice and financial coaching.
  
  Read More
  
  Products
  
  SMB Solutions
  
  Account Summary
  
  Financial Forecasting
  
  Budget Planning
  
  FastLink
  
  View All
  
  View All Solutions
- Open Banking
  
  Open Banking
  
  At its core, open banking is about access to data—and that complements our core competency.
  
  Read More
  
  Helpful Links
  
  Open Banking Platform for FIs
  
  Open Banking Platform for FinTechs
  
  Open Banking Whitepaper
  
  All Open Banking Resources
  
  VIEW OPEN BANKING
  
  View All Solutions
- Insights Solutions
  
  Insights Solutions
  
  Combine actionable consumer insights, peer benchmarking data, personalized views, and critical data needed for segmentation to enable contextual, hyper-relevant customer interactions.
  
  Read More
  
  All Solutions
  
  Financial Insights Library
  
  Financial Peer Benchmarking
  
  Personalized Views
  
  View All
Solutions

Empowering financial institutions, FinTech innovators, developers and entrepreneurs with powerful data solutions.

Read More

All Solutions

Retail Banking

Wealth Management Solutions

Payments

FinTech

Financial Wellness

Insights Solutions

View All

View All Solutions
Developers
- Developer Portal
  
  Developer Portal
  
  Read More
  
  Quick Links
  
  Login/Register
  
  How it Works
  
  QuickStart
  
  Getting Started Guide
  
  Support
- Launchpad
  
  Launchpad
  
  Read More
  
  Quick Links
  
  Ecosystem
  
  Networking & Events
  
  Awards
  
  Partners
  
  Register Now
Developers

Get access to the premier platform API that is driving industry pioneers and global financial institutions.

Read More

Quick Links

Overview

Aggregation

Verification

Open Banking

View All
Services
- Professional Services
  
  Professional Services
- Client Services
  
  Client Services
- Account Management
  
  Account Management
- Channel Partners
  
  Channel Partners
- Secure Data
  
  Secure Data
Services

Professional Services

Client Services

Developer Support

Channel Partner

Security

Account Management
Resources
Covid-19 Insights

Products
Data, Apps, & Apis

Data, Apps, & APIs

Join thousands of institutions and FinTech pioneers leveraging the best financial APIs, apps, and data.

Learn More

Products

Data Aggregation

Financial Wellness

Data Enrichment

Conversational AI

Account Verification

View All Data, Apps, & APIs
Aggregation

Aggregation

We connect you to the most comprehensive and accurate data in the market for FinTech and financial services.

Read More

Products

Account Info

Asset Aggregation

Balance Verification

Investment Holdings

FinApp: Transactions

FastLink

View All

Visit Data Aggregation
Verification

Verification

A safe, secure, and quick way to instantly verify and connect accounts with reduced risk.

Read More

All Products

ACH

Account Validation

Bank Identity Verification

Document Download

Balance Verification

Transaction Verification

View All

View All Verification Products
Enrichment

Enrichment

Extract deep insights into customer needs and drive more meaningful interactions with Transaction Data Enrichment.

Learn More

Quick Links

Transaction Data Enrichment

Reconciliation

Asset Classification

View All Enrichment Products
Financial Wellness

Financial Wellness

Financial Wellness Solutions make it easy to give personalized advice and financial coaching.

Read More

FinApps

SMB Solutions

Account Summary

Financial Forecasting

Save For A Goal

FastLink

More

View All Data, Apps, & APIs
Conversational AI

Conversational AI

Deliver next-gen financial experiences with conversational AI that guide consumers toward financial wellness.

Read More

Products

Conversational Banking

Virtual Financial Assistant

View All Conversational AI Products
Analytics

Analytics

How retail and financial institutions can leverage data analytics for increased opportunities.

Read More

Featured Products

Investor

Corporate

View all Analytics Products
Investor

Investor Data Analytics

Gain a competitive edge in portfolio management with timely and comprehensive de-identified data analytics which informs investment and risk management decision-making.

Read More

Related Content

Investor Data Analytics Details

Video: Aggregated Spending Analytics

Coronavirus Economic Impact

Read More
Corporate

Corporate Data Analytics

Gain insight into competitive landscape and customer affinity through unique consumer spending trends and income data analytics for strategic decision-making.

Read More

Related Content

Corporate Data Analytics Details

Video: Market Research & Shopping Insights

Read More

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Wealth Management
Insights Engine: The Advisors Best Friend

Insights Engine: The Advisors Best Friend

Published Date December 13, 2022

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Previous Flipbook

How to Master Data and Prepare for the Future of Wealth Management

Ask any wealth manager how much data they have about their clients–they’ll probably answer “plenty.” Years of investing, portfolio management, and goal-planning naturally yields lots of data.
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Envestnet Enterprise Advanced Dashboards

With the Advanced Dashboards, you have daily insight into your sales and redemptions and can gain unprecedented understanding of your opportunities for each of your product types.