Envestnet is an ever-evolving network of data-driven services, products, tools, and technologies designed to enable the Intelligent Financial Life_. Our robust financial wellness ecosystem offers solutions for every role in the financial advice industry. Supercharge practice growth and enable financial wellness.
Envestnet
APIs
Envestnet Account Aggregation API
Our Aggregation APIs give you the power to access accounts at most institutions in the industry combined with the industry's best data enrichment augmented by powerful AI-driven data analysis, all from a single open-banking-ready platform.
Envestnet Account Token APIs
Financial institutions (FIs) or FinTech customers using the account verification product to provide digital payment services can eliminate the risk of storing users' sensitive financial account information using Account Token endpoints. The endpoints allow customers to create an account-specific...
Envestnet Account Verification APIs
This guide will show the basics of verifying accounts using Yodlee. Account verification can help enable payments, avoid overdrafts, reduce fraud, and more. Verifying an account simply means your user has authenticated against the account, and then you get detailed information for the problem y...
Envestnet Credit Accelerator API
The Envestnet D&A Credit LLC Credit Accelerator solution allows consumers to link their accounts across financial institution(s) and generate a Credit Accelerator File for use in loan underwriting or another credit review and approval process.
Envestnet Insights API
Financial Insights APIs provide intelligent, personalized, and actionable insights to your end-users. This document details the APIs offered as part of the insights product.
Envestnet Personalized View API
Views APIs enable your end users to create personalized views of their finances for any expenses, hobbies, or projects relevant to them. A view is a collection of transactions based on rules - any combination of accounts, categories, merchants, locations, transaction types, and more, that are of...
Resources
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