PFM Accounts

Discover how Yodlee’s Accounts FinApp helps financial institutions deliver a more connected, personalized financial experience. This white-label solution allows customers to view all their accounts—both within and outside your institution—in one place. Users can group accounts, customize views, set nicknames, tag transactions, and monitor trends over time. With seamless integration and flexible features, the Accounts FinApp enhances customer engagement, supports smarter financial decisions, and strengthens their relationship with your brand.