With the Envestnet | Yodlee Expense and Income Analysis FinApp, spending and income are displayed graphically to highlight categories and trends that help consumers manage their spending.
Other content in this Stream
19:59On-Demand Webinar: Elevating the Fintech Developer Experience
Watch this webinar to learn how you to build, test, launch, and scale your solutions faster than ever!
53:51Wake Up with the CEOs @ Money20/20 2018
Our CEO Anil Arora spoke on a “Wake Up with the CEOs” panel at Money20/20. Find out what he and other leaders had to say about the industry and its future.
11:50Envestnet | Yodlee FinApps
Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApps enable financial service providers to deliver personalized, virtual financial assistance to consumers.
2:13Financial Data Aggregation - Asset Strategy Advisors
“It's critical to have good information, accurate information, timely information feeding into our systems so that we can collaborate with our clients.” - Kent Fitzpatrick
58:56On-Demand Webinar: Making the Most of PSD2 and Open Banking
We discussed how PSD2 is revolutionizing the financial services industry in the UK and beyond, and how to position your firm to comply with the regulations while taking advantage of the opportunities.
6:22Envestnet Intelligence
Watch this video to learn about Envestnet Intelligence for Financial Institutions, a new omni-channel intelligence tool that leverages AI, natural language processing, and a data analytics engine.
34:20On-Demand Webinar: Streamlining the Asset Transfer Experience
We discussed and demoed how to use data aggregation technology to quickly gather the necessary account profile information, verify eligibility, and eliminate data errors that cause lengthy delays
2:58Envestnet | Yodlee Data Processing
Watch this video to gain a deeper understanding of how Envestnet | Yodlee, a leading platform provider, facilitates the data aggregation process—from acquisition to delivery.
2:12Envestnet | Yodlee Financial Data Aggregation
Watch this video to see how with Envestnet | Yodlee, account aggregation is quick, simple, and secure. By connecting all your financial accounts, you can better understand your financial situation.
0:59Envestnet | Yodlee Net Worth FinApp
The Envestnet | Yodlee Net Worth FinApp reports comprehensive net worth, enabling consumers to see the progress they’ve made on their path to financial wellness.
1:04As an AI-powered virtual financial wellness assistant, Envestnet | Yodlee AI FinCheck dynamically measures consumers' financial health and automate insights to improve financial wellness.
0:49Envestnet | Yodlee Save for a Goal FinApp
The Envestnet | Yodlee Save For a Goal FinApp tracks consumers’ savings and allows financial service providers to build functionality to automate savings contributions.
0:47Envestnet | Yodlee Budgets FinApp
Empower consumers to set a budget and stay on top of expenses and savings with the Envestnet | Yodlee Budgets FinApp.
0:56Envestnet | Yodlee OK to Spend FinApp
By applying machine learning AI techniques and data analytics to historical transactions, the Envestnet | Yodlee OK to Spend FinApp provides an easy way to forecast monthly expenses and balances.
0:56Envestnet | Yodlee Investment Holdings FinApp
With the Envestnet | Yodlee Investment Holdings FinApp, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, and more.
0:50Envestnet | Yodlee Cash Flow Analysis FinApp
By showing consumers where they stand across all their accounts, the Envestnet | Yodlee Cash Flow Analysis FinApp helps consumers make sound financial decisions and improve their financial wellness.
0:49Envestnet | Yodlee Transactions FinApp
The Envestnet | Yodlee Transactions FinApp provides consumers with a consolidated view of their projected, current, and historic transactions from multiple accounts, organized by merchant or category.
0:45Envestnet | Yodlee Account Summary FinApp
The Envestnet | Yodlee Account Summary FinApp provides consumers with a complete view of their finances. Conveniently display balances from all of their bank accounts, credit cards, and more.
1:01Envestnet | Yodlee Fastlink