Top Reasons to Partner with Envestnet | Yodlee

Redefining the Future of Digital Financial Innovation and Insights

Envestnet | Yodlee is the leading enabler of innovation and insights in digital financial services, leveraging financial data from over 15,500 global data sources. Our real-time financial data, encompassing retail, wealth, and credit, is made available via hard-working APIs so developers, financial institutions, and fintech innovators have access to a Financial Data Intelligence Platform. Envestnet | Yodlee’s technology redefines the future of financial innovation and insights.


If that’s not enough of a reason to partner with Envestnet | Yodlee, here are many more.

1. Innovation is in our DNA.

Envestnet | Yodlee’s history is rich with innovation because we, and our 1,000 customers across 17 countries, demand it. Envestnet | Yodlee pioneered financial data aggregation, personal financial wellness solutions, and our own open API platform, along with bank-level security and flexible user experiences. Envestnet | Yodlee has garnered many industry accolades and awards, most recently winning Best of Show at FinovateFall 2017 for the presentation of our vision of the Artificial Intelligence FinCheck app.

As technology needs and capabilities emerge and evolve, we’ve elevated our investment in both our Financial Intelligence Data Platform, and in our engineering and data science teams. We maintain international technology centers and global data centers to uphold our mission of delivering best-of-breed solutions, security, and business practices while adhering to evolving standards for open banking, privacy, and regulatory compliance.

2. Our APIs are RESTful and developer-friendly.

We aim to not only be the leader in providing the best and most comprehensive financial data for positive, personalized user experiences, but also in delivering a world-class developer experience. Envestnet | Yodlee APIs are fully RESTful, and we continue to innovate around our platform to ensure our customers can take advantage of the latest technology available. Recently, we reduced code requirements and streamlined documentation to speed deployment and enhance ease of use.

3. We provide the best financial data at the speed of business.

At Envestnet | Yodlee, our goal is to provide the highest quality data. We partner with more than 1,000 financial institutions and fintech innovators, including 13 of the top 20 U.S. Banks, enabling a massive data network associated with tens of millions of consumers. Notably, 70% of the financial data is gathered via structured data feeds with financial institutions. These are relationships that are unique to Envestnet | Yodlee and are managed through contractual obligations to gather data on behalf of consumers and their financial advisors. These proprietary, formal, and contractual relationships address downtime concerns often experienced with less mature financial data aggregation firms. They have enabled us to provide stable access to the highest quality data over the past 17 years.

4. Our end-to-end wealth management and data solutions lead the industry.

Envestnet | Yodlee is the only data aggregation provider that can supply financial institutions and wealth managers with end-to-end wealth solutions. We pioneered the consumer-permissioned model for aggregating investment data in 2014. Now with our synergies with Envestnet, we expanded our access to user-permissioned data for brokerages, financial advisors, and wealth management firms – a combination that no other vendor can replicate today. The depth and breadth of this data enables us to service all aspects of wealth management – from data acquisition, to reconciliation and performance reporting, to analytics offerings for wealth management executives. It also enables firms to adhere to current and emerging fiduciary advice standards and ever-changing regulatory requirements.

Alongside our substantial data offerings, we provide the software backbone that engages and onboards advisors and their investors. Leading edge digital advice providers, financial advisors, and global financial institutions are among the many specialized clients utilizing our end-to-end offerings.

5. Our customers are our priority.

At Envestnet | Yodlee, we are dedicated to the success of our customers. As your main point of contact, the global Envestnet | Yodlee Account Management team will consult with you to understand your business objectives, create a roadmap to help you achieve your goals, and provide expertise and resources to assist you along the way. As your dedicated advocate, the team can help escalate and resolve issues by bringing in Envestnet | Yodlee professionals as needed. The team can also work with you to maximize potential business opportunities.

Our experienced project managers, business analysts, and tech consultants will work directly with you to craft and implement solutions that meet your strategic objectives, following best practices for optimal user engagement. For larger institutions, we offer dedicated Technical Account Managers and 24×7 site and customer support. All of our clients are under the vigilant watch of our dedicated 24 x 7 x 365 Security Operations Center.

6. We offer data + intelligence™.

Only Envestnet | Yodlee brings together data + intelligence™ using the best financial data available on a massive scale across banking and wealth management from tens of millions of consumers. Combining data science and machine learning honed against tens of billions of transactions and leading security practices, Envestnet | Yodlee enables financial institutions and fintech innovators with a financial data intelligence platform that redefines the future of digital financial innovation and insights so they can deliver better outcomes for their customers.

7. We employ bank-level security.

Envestnet | Yodlee adheres to leading financial industry practices for security, risk, and compliance management. As an FFIEC supervised Technology Service Provider, Envestnet | Yodlee follows the security and risk management standards required to engage with consumers and their financial data. We are supervised and examined by the OCC and all major banking regulators, and have undergone nearly 200 audits by financial institutions over in the last 24 months. As a leading provider of cloud-based financial technology services to global financial institutions and innovators for almost two decades, our risk programs meet not only their expectations, but also some of the most stringent security, privacy, and compliance standards in the world.

On-Demand Webinar: Boost Performance and Success with the Leader In Financial Data Aggregation

On-Demand Webinar: Boost Performance and Success with the Leader In Financial Data Aggregation

Watch our on-demand webinar to get a closer look at the key requirements for any data aggregation provider – and find out what sets Envestnet | Yodlee apart from competitors

Did You Know?

Envestnet | Yodlee partners with 1,100 financial institutions and fintech innovators, including 13 of the top 20 U.S. banks.

70% of our financial data is gathered through structured data feeds.

Our massive data network is associated with tens of millions of consumers.

80 issued U.S. patents make the Envestnet | Yodlee technology platform unique.

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