Yodlee Financial Management Solutions

Tracks spending patterns and expenses by account type and category on a monthly and yearly basis.

Displays all transactions to track cash flow, income, and expenses with the ability to focus on a single account or transaction.

Shows details from all linked accounts, providing balance snapshots for each one.

Presents spending details by category on a month-by-month basis.

Shows outstanding bills, including the total and minimum amounts due in the selected currency.

Sends configurable automatic alerts across accounts about monthly budgets and notifications when spending is exceeded in a budget category.

Adds held away accounts for a holistic view of total net worth.

Allows consumers to create, track and achieve their individual savings goals and set up of transfers for deposits into the desired accounts.

Provides a holistic view of all money entering and leaving business accounts, including income, payroll, and expense reporting.

Tracks invoices and allows business owners to anticipate money coming in as well as manage outstanding invoices.

Categorizes expenses, appends receipts, and generates detailed accounting reports.

Tracks expenses and anticipates future expenses, and shows outstanding bills, including the total and minimum amounts due in the selected currency.

Provides the ability to research other businesses such as vendors and suppliers and to purchase Equifax reports and monitoring products.

Track payroll spending to match anticipated spending and forecasting.

Manages travel plans and provides the ability to search for flights, hotels, and rental cars and link payment options to current accounts.

Provides an at-a-glance view that tracks assets and liabilities, displays the change in net worth over time, and provides multiple timeframe options to review data (three, six, or twelve months; or view cumulative data for the current year and/or previous year).

Gives an accurate picture of holdings data including quantity, price changes, cost basis, equities, mutual funds, and more, and provides insight into trending holdings based on geographic area.

Generates a watch list based on the user’s holdings and helps distinguish winning and losing investments by showing price, high, low, and the daily change for each.

Delivers the latest market news and research from trusted news sources for the holdings on the Watch List.

Presents the first time visitor with a view that provides better insight into the type of investor the consumer is and creates a task list for for the user to help them aggregate their accounts.

Shows how assets such as income, bank accounts, investments, and so on are allocated.

Shows where consumers are spending their money and categorizes expenses.

Allows consumers to pay all their bills in one place and accrue rewards points with the preferred card(s) used for payment.

Prompts consumers to use their preferred card for online purchases.

Allows consumers to find information about credit and debt in their specific area. With purchase, users can view their credit score with a four-month history, receive alerts about their credit file, and receive alerts about activities that can impact their credit score.

Tracks rewards across all credit cards.

Uses transactional and account summary data as well as situational interview information to create lead generation capabilities for banks to provide relevant services or product offers including new rewards cards.

Manages travel plans and provides the ability to search for flights, hotels, and rental cars and link payment options to current accounts.

Makes transfers seamless and reliable for consumers and financial institutions and offers greater flexibility and control with service access from any web browser or device along with the ability to schedule one-time or recurring transactions.

Provides instant, efficient, and secure online consumer account verification, enabling consumer ease in opening new accounts, transferring funds, and making online purchases.

Collects and verifies applicant information in real-time, making opening an account online quick and easy.

Uses transactional and account summary data as well as situational interview information to create lead generation capabilities for banks to provide relevant services or product offers including new rewards cards.

Helps consumers manage their taxes efficiently and effectively.

Yodlee PersonalPay is a person-to-person payment (P2P) solution that leverages the largest P2P global network, by industry leader PayPal. With Yodlee PersonalPay, consumers can send electronic payments to virtually anyone in the U.S. and over 60 countries, including PayPal’s existing customer base of over 100 million active accounts.

Allows consumers to create, track and achieve their individual goals such as purchasing a home or saving for a their children’s education. Users determine a budget and timeline to accomplish their specific goals, and set up of transfers for deposits into the desired accounts. Consumers track progress as a percentage of the goal amount and can create alerts to notify them about key milestones.

Allows consumers to find information about credit and debt in their specific area. With purchase, users can view their credit score with a four-month history, receive alerts about their credit file, and receive alerts about activities that can impact their credit score.