Data Aggregation Investments holdings

Bank Account Aggregation

Bank account aggregation in the UK allows you to get user-permissioned account aggregation info for clearer insight, deeper connections, and more powerful user experiences.

Request Information About Bank Account Aggregation

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.

This product is available via
  • APP
  • API

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.

Knowledge and Know-How

Browse our eBooks, data sheets, white papers, and more to find out how you can use aggregated account info for deeper customer connections.

+Click to enlarge

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

  • Aggregate with AI
  • Uphold Data Regulations
  • Extract Deeper Insights
  • Deliver Greater Value