Yodlee (Envestnet)
Data aggregation and financial wellness ecosystem powering digital banking and wealth management.
Overview
Yodlee, part of Envestnet, provides a financial wellness ecosystem that delivers aggregated data and AI-driven insights to financial institutions and advisors. The platform supports a 360° view of client finances, enabling identification of opportunities and risks, and facilitating seamless financial actions.
The technology is modular, scalable, and easily integrated, supporting wealth management, financial planning, and data solutions. It connects with a broad network of partners and integrates with custodian platforms, fintech, and client education tools to enhance digital banking experiences.
Yodlee's ecosystem serves over 44 million paid users, aggregating data from more than 19,000 sources and managing assets exceeding $6.5 trillion, making it a comprehensive solution for digital banking and wealth management applications.
Key Features
- + Data aggregation from 19,000+ sources
- + AI-driven financial insights and decision intelligence
- + Modular and scalable technology architecture
- + Integration with custodian platforms and fintech solutions
- + Support for wealth management and financial planning
- + 360° client financial data view
- + Robust partner and integration network
- + Supports 44M+ paid users and $6.5T+ in assets