All Accounts, At Once
Bank Account Aggregation Software
You can’t fully invest in your customers when you only see half of their financial picture. By pulling in account info from multiple bank accounts, credit cards, investments, mortgages, rewards, and more, your customers will know where they stand. And you’ll be optimally positioned to help them move forward.
360-Degree View of Account Information
Key Benefits of Bank Account Aggregators
A complete view of assets from the market leader in financial data aggregation can drive greater insights and help customers make more strategic financial decisions. Contact us for more information.
Global Data
Data from over 17,000 global sources includes accounts from large institutions and local credit unions alike.
Holistic View
With aggregated data from loans, credit cards, investment accounts, and other accounts, you can get the most complete financial picture.
Easy Account Linking
FastLink makes it simple for your users to link all of their accounts, wherever they reside.
View Balances
A complete picture of all accounts and balances can remind users what actions they need to take.
Empowered Users
With all their account information at their fingertips, consumers can gain control and increase peace of mind.
Increased Opportunity
Info from all financial accounts offers valuable insights that can drive opportunities to give your users the best financial advice.
Enriched Account Aggregation from Open Banking APIs
The UK’s new Open Banking directive enables consumers to share their account data online with authorised third parties, opening the door to innovative new FinTech products and services utilising enriched aggregated transaction data. Open Finance is the next step, giving consumers the ability to share access to all of their financial data online, including savings accounts, mortgages, 401Ks, bills, payroll data, insurance, and more. Envesnet | Yodlee can help you leverage enriched aggregated account data from open banking APIs to power your innovative financial wellness solutions and make the most of growing open banking and open finance opportunities.
Whitepaper
Data Aggregation + Intelligence
With the best financial data, financial advisors can deliver actionable guidance financial advice that’s specific to their customers’ personal needs, to help their customers make better financial decisions