Envestnet Yodlee
by Envestnet
Financial data aggregation platform for account, transaction and holdings data.
- Category
- Payments & Banking
- Type
- Open banking
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Signed JWT, Access token
02Data
What you can sync.
- Accounts
- Transactions
- Holdings
- Statements
- Providers
Bring Envestnet Yodlee accounts into the same model as revenue and costs, so finance and operations read the same numbers.
Need more? Name any other Envestnet Yodlee data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- A signed JWT
- An access token
Envestnet Yodlee uses a signed JWT or an access token. You add the credentials once, when the AI asks for them, and it tells you where to create them in Envestnet if you need help.
04How it works
How it works in DataMind.
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Pick Envestnet Yodlee.
Open Lake, pick Envestnet Yodlee in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Envestnet Yodlee API docs.
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Answer a few questions.
The AI reads the Envestnet Yodlee documentation, then asks which credentials you will use, which data to sync (for example accounts and transactions), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Envestnet Yodlee data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
