ACH offers a secure, dynamic way to enable payments and reduce fraud. Leverage proven account verification solutions for ACH debits.

Empower consumers with a feature rich, pre-built Virtual Financial Assistant powered by Abe.ai and Envestnet | Yodlee.

Build innovative and personalized financial experiences by connecting to the most comprehensive, secure, and accurate data in the market.

Deliver next-gen financial experiences with conversational banking AI that guide consumers toward financial wellness.

Help users better understand their income and spending patterns across their various accounts and institutions.

OK to Spend identifies income and financial obligations in order to project cash flow and organize a financial cale

Our financial asset aggregation will provide you with a 360° view of client’s assets and liabilities to help you deliver the right financial advice at the right time.

Enable consumers to see the progress they’ve made toward financial wellness.

Bank account validation offers instant validation of account and ownership details for frictionless onboarding and payments setup.

Keep investors informed with a holistic view of their entire portfolio plus a detailed view of individual holdings.

Find out why many of the top wealth management firms rely on Envestnet | Yodlee for their financial data.

Prevent transaction failure and enable a seamless checkout experience by accessing balance details in real time.

Get user-permissioned account info for clearer insight, deeper connections, and more powerful user experiences.

Intelligently connect to SMB business and financial data to help SMB clients manage, grow, and protect the financial wellness of their business.

Bank identity verification is an account verification solution that uses bank account holder details to verify an account owner’s identity and prevent fraud.

Enable consumers to securely connect their financial accounts to your app or service in seconds.

Enrich your investment advice and reporting with Envestnet | Yodlee Asset Classification Service.

Instant bank account verification is a safe, secure, and quick way to instantly verify and connect verified accounts in real time with reduced risk.

Charting expense and income has never been easier or more accurate; your customers will thank you.

Increase your competitive advantage with powerful retail purchase data in an intuitive dashboard.

Access online banking PDF statements for compliance, audits, onboarding, taxes, and other essential use cases.

Leverage alternative lending data to create competitive offers, help minimize risk, and serve a wider range of consumers.

Partner with the market leader in financial data aggregation and access financial data from over 17,000 data source

Extract deep, data- driven insights into customer needs and drive more meaningful interactions with Transaction Data Enrichment.

Use account transactions to validate accounts and understand account behavior to prevent fraud and evaluate risk.

Our shopping insights dashboard allow merchants to analyze their market and grow their business with confidence.

The Virtual Financial Assistant dynamically monitors financial health and provides actionable guidance.

Envestnet Intelligence for Financial Institutions gives you the business answers you need, anywhere, anytime.

Optimize the investor experience with the most accurate, performance-ready investment data.

Drive meaningful digital insights and interactions with enriched and simplified transaction data.