On-Demand Webinar: Getting Started with Account Aggregation
When: September 29, 2022 at 2:00 PM Eastern Daylight Time, 11:00 AM Pacific Daylight Time
Introducing the Account Aggregation Getting Started Guide (Quick Start), which includes both documentation and the ability to test out hands-on coding for account aggregation. This guide allows you to quickly make real live calls to Envestnet | Yodlee Account Aggregation APIs, and see results in real time. The guide uses FastLink to allow you to connect financial accounts, which you can use to provide an overall view of an end user's financial accounts in multiple financial institutions.
In this webinar, you will learn:
- What account aggregation is, and how it can be used in a FinTech App to provide insight into the end-user’s overall financial health, including net worth and net-worth history.
- How to use the new Account Aggregation Getting Started Guide.
- How to use the Postman and CodePen components of the Getting Started Guide, which allow you to execute the APIs and connect financial accounts needed to aggregate end-user account information.
- How to run the APIs and view the results, using test data.
- How to utilize our net worth APIs to expose aggregated portfolios over time, how net worth is calculated, and how your FinTech App can leverage this information to help the end-user achieve their financial goals.
- Tips on how to quickly get up to speed on the power of the account aggregation APIs by using these new getting started tools.