Transaction Data Insights for Investment Decisions
By leveraging de-identified spending and income data, investment and portfolio managers can discover new growth opportunities, determine risk, create benchmarks for peer comparison, and take action to potentially drive greater returns on their investments.
Signals for investment decision-making
Views into future performance
Track revenue activity and company performance with revenue signals utilizing historic data and 10+ million daily transactions.
Timely and unique transaction data
Monitor current investments
Validate investment decisions by evaluating earnings over time and comparing performance against benchmarks.
Transparency into KPIs
Understand company health
Evaluate companies by KPIs to create a detailed analysis of revenue drivers, future growth potential, profit margins, and return on investment benchmarked against industry peers.
Industry Trends
Transparency into non-public company spending
Assess new and growing non-public companies to determine worthiness of investment and evaluate potential performance.
Investor Data
Signals Powered by Data Analytics in Investment Management
Envestnet | Yodlee's data aggregation empowers organizations with extensive access to de-identified spending data, encompassing billions of transactions that span trillions in expenditures. This unparalleled reach equips investors with detailed and accurate information essential for informed decision-making and strategic actions.
Signals for investment decision-making
Gain the Edge with Timely, Accurate Investor Intelligence
Envestnet | Yodlee transaction data is your gateway to unmatched competitive intelligence and market visibility, ensuring you're always one step ahead in your decision-making. Our de-identified spending data provides a panoramic view of the dynamic market landscape, enabling you to spot emerging trends with unwavering clarity. Stay ahead of the curve, stay ahead in the game.
Industries
Transaction data across sectors
Harness the potential of deidentified spending data across diverse industries. Our data analytics solution empowers investors across all sectors to conduct code-free data analysis. The extensive dataset delves into over 60 industries at a detailed level, providing valuable insights into competitive advantages, cross-industry dynamics, macro indicators, and the intricate impacts of geographic factors.
Data Analytics Blog
Stay Informed with Fresh Signals from Transaction Data
Transaction data is an invaluable resource for investment managers, quantitative researchers, and portfolio managers. Explore Envestnet | Yodlee's Data Analytics blog to uncover glimpses of consumer spending trends and our expert interpretations.
Get Started With Investor Data Analytics
Sift through market noise with Envestnet | Yodlee transaction data to uncover and act on valuable signals for investment decision making.
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