Financial Data Aggregation
Provide financial services to users with banking, credit cards, investments,
loans, rewards and other types of financial account information.
We are the market leader for Financial Data Aggregation connecting your users to top-sites globally and small instutions alike.
Developers utilize Yodlee for payments, billing, savings and budgeting thereby increasing end user engagement and retention.
Transaction Data Enrichment
Drive meaningful digital insights and interactions with enriched and simplified transaction data.
Data enrichment tools that clarify illegible transaction data making it easy for developers to focus on the customer experience.
Assets & Investment Holdings
The best advise starts with the best data. Get the full picture so you can provide holistic advice, grow assets and better serve your investors.
Premium Solution APIs enable developers to build new FinApps that help customers track investments, manage wealth and evaluate financial wellness.
with Account Aggregation
Leveraging Envestnet | Yodlee’s data aggregation, view held and held-away financial data for your entire book of business, and provide holistic financial advice with critical tools for financial planning and converting new assets to grow at your own pace.