WEALTH MANAGEMENT

Investors today expect an up-to-date, holistic view of their assets across various banking, investment, and retirement accounts, along with personalized recommendations on how to manage and grow their wealth.

Envestnet | Yodlee provides unified access to wealth data from the largest collection of global financial institutions so developers can focus on building meaningful and engaging experiences for an international user base. In addition to offering a clearer picture of user finances, application developers can build data intelligence to deliver customized advice users can act on.


Build to Disrupt

Automated Recommendations

Aggregate and analyze your customers’ assets and debts to make automated and personalized investment allocations based on their life goals and risk tolerances.

Tools for Advisor Insight

Build tools and analytics that enable wealth advisors to streamline investor onboarding, data aggregation, and portfolio analysis so they can focus on scaling their business, serving more clients, and growing their practice.

Wealth Planning & Management

Empower your customers to manage, monitor, and grow their net worth through capabilities such as investment planning, portfolio management and comparison with respect to demographic cohorts or the broader market.

Yodlee provides us access to an incredible breadth of financial institutions. Our mission is to help as many Americans as possible to see their complete financial data. Besides Yodlee, there’s really no other company that has such a high level of reach within the financial industry.

Fritz Robbins, CTO,
Personal Capital

Why Envestnet | Yodlee

Performance Reporting Data

The Envestnet | Yodlee Financial Data Platform includes reconciled investment and retirement data for performance reporting. With such powerful performance-ready data harnessing the power of SaaS-based reconciliation, data aggregation, and security normalization, advisors can easily integrate held away and non-traditional assets into their portfolio accounting systems for their quarterly performance reporting to investors.

Industry Leading Depth and Breadth of Data

Envestnet | Yodlee provides comprehensive financial data across retail banking, credit, and wealth management, made possible through the massive scale of our data acquisition platform and extensive expertise in data cleansing and enrichment. With over 15,500 global data sources, hundreds of account types (including 401k holdings and investment options), and incredible richness of data, we help you build a holistic financial picture of your users and maximize the scope and number of clients that you can serve.

Bank-level Compliance

Envestnet | Yodlee is supervised and examined by the OCC (Office of the Comptroller of the Currency) and all major banking regulators, and passes nearly 100 audits by financial institutions per year. Our risk programs meet not only their expectations, but also some of the most stringent security, privacy, and compliance standards in the world.

Innovative and Proven Data Platform

As a pioneer in financial data aggregation, the Envestnet | Yodlee has fueled innovation in online banking and financial data management for over 17 years and built the enterprise grade Financial Data Platform trusted by leading brands. Envestnet | Yodlee provides bank-level security, 79 issued patents, best-in-class data from over 15,500 global data sources, and formal agreements with leading financial institutions for responsible and secure management and exchange of data.