PFM Investments

Explore how Yodlee’s FinApps help financial institutions deliver a comprehensive, branded financial experience. The Investments Fin App, featuring net worth and investment holdings, offers clear, interactive views of assets, liabilities, and portfolio performance. Users can track trends, view detailed breakdowns, and analyze holdings by asset class, sector, or region—all within an intuitive, customizable interface. Seamlessly integrated or used independently, Yodlee’s FinApps empower customers to better understand their finances while strengthening their connection to your brand.