Increase your competitive advantage with powerful retail purchase data in an intuitive dashboard.

Envestnet Intelligence for Financial Institutions gives you the business answers you need, anywhere, anytime.

Bank account validation offers instant validation of account and ownership details for frictionless onboarding and payments setup.

Help users better understand their income and spending patterns across their various accounts and institutions.

Optimize the investor experience with the most accurate, performance-ready investment data.

Our shopping insights dashboard allow merchants to analyze their market and grow their business with confidence.

Enable consumers to securely connect their financial accounts to your app or service in seconds.

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

Keep investors informed with a holistic view of their entire portfolio plus a detailed view of individual holdings.

Our financial asset aggregation will provide you with a 360° view of client’s assets and liabilities to help you deliver the right financial advice at the right time.

Empower consumers with a feature rich, pre-built Virtual Financial Assistant powered by Abe.ai and Envestnet | Yodlee.

Enrich your investment advice and reporting with Envestnet | Yodlee Asset Classification Service.

Get user-permissioned account info for clearer insight, deeper connections, and more powerful user experiences.

OK to Spend identifies income and financial obligations in order to project cash flow and organize a financial cale

The Virtual Financial Assistant dynamically monitors financial health and provides actionable guidance.

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

Bank identity verification is an account verification solution that uses bank account holder details to verify an account owner’s identity and prevent fraud.

Use account transactions to validate accounts and understand account behavior to prevent fraud and evaluate risk.

Find out why many of the top wealth management firms rely on Envestnet | Yodlee for their financial data.

Charting expense and income has never been easier or more accurate; your customers will thank you.

Partner with the market leader in financial data aggregation and access financial data from over 17,000 data source

Prevent transaction failure and enable a seamless checkout experience by accessing balance details in real time.

Intelligently connect to SMB business and financial data to help SMB clients manage, grow, and protect the financial wellness of their business.

ACH offers a secure, dynamic way to enable payments and reduce fraud. Leverage proven account verification solutions for ACH debits.

Drive meaningful digital insights and interactions with enriched and simplified transaction data.

Enable consumers to see the progress they’ve made toward financial wellness.

Build innovative and personalized financial experiences by connecting to the most comprehensive, secure, and accurate data in the market.

Leverage alternative lending data to create competitive offers, help minimize risk, and serve a wider range of consumers.

Access online banking PDF statements for compliance, audits, onboarding, taxes, and other essential use cases.

Instant bank account verification is a safe, secure, and quick way to instantly verify and connect verified accounts in real time with reduced risk.