Financial Data Aggregation

Data Aggregation to Drive Your Innovation

Delivering financial data from more than 16,000 global financial sources, the single unified Envestnet® | Yodlee® Platform API enables personalized and powerful aggregation solutions. With permission-based access to financial accounts and transaction information plus bank-level security, our easy to use Platform API provides the bank, credit card, investment, loans, rewards, and other financial account data needed for a wide variety of use cases including financial wellness, planning, lending, wealth advisory, and other apps and services.

Envestnet | Yodlee offers a simple and secure way for developers to access financial data. The intuitive API architecture, reduced code requirements, and simplified data model make it easy to integrate with our platform and speed your innovation to market.

Comprehensive and accurate transaction data

A key part of the data aggregation process is identifying the merchant, clarifying the transaction, and sorting transactions into categories as they are aggregated. Envestnet | Yodlee Transaction Data Enrichment combines enhanced machine learning and data science algorithms to provide the most accurate classifications and clear, concise, and easy to use transaction data, which is standardized across any data source. This enables your customers to identify their own transactions, and makes it easier to derive consumer insights and identify opportunities to engage further with your customers.

Add and link financial accounts in seconds

By integrating the Envestnet | Yodlee Platform API with Envestnet | Yodlee FastLink, consumers can add and link their accounts on any device within seconds. This speedy and intuitive onboarding process works to curb customer abandonment and enable a seamless user experience, increasing consumer loyalty and strengthening relationships.

Unified API for a variety of needs

The unified Envestnet | Yodlee Platform API handles data aggregation plus other use cases to simplify code, reduce integration costs, and speed your solutions to market. Gain simple, flexible access to the Envestnet | Yodlee Financial Data Platform to meet your aggregation needs now – and add or expand use cases as your business needs evolve.

Key Aggregation Benefits

  • Bank-level security and compliance
  • Access to over 16,000 data sources
  • Reduced latency and response times
  • Deeper data and enrichment allows us to solve for wider, more complex use cases than any other provider
  • Comprehensive and accurate transaction data
  • Simple integration

Financial Data Platform API

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Go Under the Hood


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