Financial Wellness Solutions
Give Consumers Financial Guidance
Comprised of the leading Financial Data Platform, AI-powered FinApp series, and APIs, our solutions enable Financial Service Providers to coach consumers toward financial wellness.
Access to the Best, Most Comprehensive Data
Leverage over 17,000 global data sources comprised of an unparalleled breadth, depth, and variety of financial accounts
Powered by Personalized Financial Insights
New and advanced AI-driven techniques enable the identification of actionable patterns across massive data sets
Delivered Through Conversational AI
Deliver financial wellness guidance on any device, across major interfaces like Amazon Alexa, Apple Siri, and Google Assistant
Rest assured and rely on our leading financial industry practices for security, risk, and compliance management
Empower Consumers. Increase Their Satisfaction.
Taking traditional Personal Financial Management (PFM) tools to the next level, the Envestnet | Yodlee Financial Wellness Solutions make it easy to provide the actionable advice and personalized financial coaching consumers need to improve their financial health.
Financial Data Platform
Next-generation banking experiences are born from Envestnet | Yodlee's Financial Data Platform. Our analytical financial data can help you identify key consumer financial trends and fine-tune market strategies to better attract and engage consumers. We have nearly two decades of experience to prove it.
Our Financial Data Platform provides the most comprehensive and accurate financial data at massive scale across retail banking, credit, and wealth management. This is made possible through the strengths of our data acquisition capabilities, extensive data cleansing & enrichment expertise, and massive scale. We partner with thousands of financial institutions and FinTech innovators, including 15 of the top 20 U.S. banks, enabling a massive data network associated with tens of millions of consumers.
Leveraging Yodlee's API for Long Term Financial Health
Golden helps Boomers care for their senior parents’ financial health, wealth, and security. By integrating the Envestnet | Yodlee Financial Data API, Golden enabled Boomers to seamlessly and securely link their parents’ financial accounts and view their full financial picture in one place.
Get Started With Financial Wellness
Financial Wellness Solutions make it easy to give personalized advice and financial coaching.Get Started