Envestnet | YodleeEnvestnet | Yodlee is a global leader in open banking, data aggregation, analytics, and alternative data. Delivering data from over 17,000 data sources, Yodlee’s innovative products and services enable actionable insights across personal financial management tools, credit and lending workflows, fraud detection and identity verification, and small and medium-sized business tools that help institutions and consumers achieve better financial outcomes.
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Envestnet | Yodlee
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- Account Info
Get user-permissioned account info for clearer insight, deeper connections, and more powerful user experiences.
- Account Verification
Instant bank account verification is a safe, secure, and quick way to instantly verify and connect verified accounts in real time with reduced risk.
- ACH Payments
ACH offers a secure, dynamic way to enable payments and reduce fraud. Leverage proven account verification solutions for ACH debits.
- AI FinCheck
The Virtual Financial Assistant dynamically monitors financial health and provides actionable guidance.
- Asset Aggregation
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.
- Asset Classification
Enrich your investment advice and reporting with Envestnet | Yodlee Asset Classification Service.
- Balance Verification
Prevent transaction failure and enable a seamless checkout experience by accessing balance details in real time.
- Bank Account Validation
Bank account validation offers instant validation of account and ownership details for frictionless onboarding and payments setup.
- Bank Identity Verification
Bank identity verification is an account verification solution that uses bank account holder details to verify an account owner’s identity and prevent fraud.
- Cash Flow Analysis
Help users better understand their income and spending patterns across their various accounts and institutions.