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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Yodlee is the trusted data aggregation and intelligence platform powering the future of open finance. For more than two decades, Yodlee has helped financial institutions, fintech innovators, and enterprises convert data into meaningful action. Its ecosystem connects over 19,000 financial institutions, powering 601 million consumer accounts with secure, direct connections and enterprise-grade scalability. Through its suite of products—ranging from Personal Financial Management (PFM) to Wealth Management, Credit Solutions, Payment Enablement, and Business Financial Management—Yodlee enables institutions to deliver personalized, data-driven customer journeys. Its AI and analytics capabilities transform complex data sets into actionable insights that support smarter lending, risk assessment, and financial guidance. Trusted by top U.S. banks, wealth firms, and technology providers, Yodlee remains the backbone of digital transformation in financial services. With a strong focus on security, privacy, and compliance, it ensures that innovation never comes at the cost of trust. By turning fragmented financial data into clear, strategic intelligence, Yodlee enables organizations to anticipate customer needs and stay ahead in a rapidly evolving market.

Description

money.net serves as a comprehensive, web-based platform designed for self-directed investors, providing essential market data and investment tools, as well as a robust financial infrastructure tailored for fintech companies and financial institutions. Individual investors can access real-time market quotes, create personalized watchlists, filter through various securities, and leverage interactive charts, technical analysis tools, news updates, and portfolio management features. For business clients, the platform allows for the integration of customized market data and investment experiences into their own services. The offerings for businesses encompass brokerage-as-a-service, account setup, trading operations, fund transfers, detailed reporting, compliance solutions, and access to financial data via REST and WebSocket APIs. money.net targets fintech platforms, registered investment advisers, banks, broker-dealers, wealth management firms, and other organizations that aim to enhance their clients' investment experiences or provide financial data. While the consumer platform is fully web-based, the business solutions can be tailored to meet the needs of institutional clients, ensuring a versatile approach to market engagement. This flexibility enables a wide range of institutions to efficiently meet their customers' investment and data needs.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Akoya Yes 
Boss Insights Yes 
Co-Pilot Yes 
Fintech Sandbox Yes 
FutureVault Yes 
Infinant Interlace Platform Yes 
InsuredHQ Yes 
Meld Yes 
Microsoft Excel No 
MoneyGuide Yes 
Quickwork Yes 
Relay Yes 
Riskalyze Yes 
Sila Yes 
Snowball Analytics Yes 

Integrations

Akoya No 
Boss Insights No 
Co-Pilot No 
Fintech Sandbox No 
FutureVault No 
Infinant Interlace Platform No 
InsuredHQ No 
Meld No 
Microsoft Excel Yes 
MoneyGuide No 
Quickwork No 
Relay No 
Riskalyze No 
Sila No 
Snowball Analytics No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$9.98/month
Prime starts at $9.98/month, with an annual billing option. A free trial is available. Custom plans for financial firms include white-label platforms, APIs, and brokerage infrastructure and are quote-based. Exchange fees may apply to certain real-time data.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Yodlee

Founded

1999

Country

United States

Website

www.yodlee.com

Vendor Details

Company Name

money.net

Country

United States

Website

www.money.net

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Product Features

Alternatives

Finicity Reviews

Finicity

Mastercard

Alternatives