Account Summary and Transactions FinApp Demo

Learn more about Open Banking in the United States, and how this shift will change the way millions of consumers interact with financial services and personal financial wellness providers.

Watch this demo to see how developers can leverage the Financial Insights API to easily configure their apps, so that they can address different financial goals and pain points for consumers.

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

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.

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.

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.

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.

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.

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

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.

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

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.

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.

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

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.

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.

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

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.