FinApp: Envestnet | Yodlee Account Summary

With Envestnet | Yodlee Financial Wellness Solutions, you can empower your customers to take control of their finances, achieve their goals, and improve their financial health.

With Envestnet | Yodlee Financial Wellness Solutions, you can empower your customers to take control of their finances, achieve their goals, and improve their financial health.

Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApp series enables financial service providers to deliver personalized, virtual financial assistance to consumers.

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.

Envestnet | Yodlee Save For a Goal, part of our FinApp series, tracks consumers’ savings and allows financial service providers to build functionality to automate savings contributions.

Empower consumers to set a budget and stay on top of expenses and savings with Envestnet | Yodlee Budgets.

By applying machine learning AI techniques and data analytics to historical transactions, Envestnet | Yodlee OK to Spend provides an easy way to forecast monthly expenses and balances.

As an AI-powered virtual financial wellness assistant, Envestnet | Yodlee AI FinCheck dynamically measures consumers' financial health and automate insights to improve financial wellness.

With Envestnet | Yodlee Investment Holdings, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, and more.

By showing consumers where they stand across all their accounts, Envestnet | Yodlee Cash Flow Analysis helps consumers make sound financial decisions and improve their financial wellness.

With Envestnet | Yodlee Expense and Income Analysis, spending and income are displayed graphically to highlight categories and trends that help consumers manage their spending.

Envestnet | Yodlee Transactions provide consumers with a consolidated view of their projected, current, and historic transactions from multiple accounts, organized by merchant or category.

Envestnet | Yodlee Net Worth reports comprehensive net worth, enabling consumers to see the progress they’ve made on their path to financial wellness.