Personal Financial Management

Enrich Online Banking. Increase Financial Wellness.

Empower consumers with intelligent financial tools that allow them to easily and securely manage their financial lives. With Personal Financial Management (PFM) tools and user-friendly FinApps from Envestnet® | Yodlee®, your customers can view all of their financial accounts in one place, manage expenses, set a budget, save for personal goals, view investments, calculate net worth, and improve their overall financial wellness.

PFM Chart

With our digital personal financial management tools, you can provide your customers with a holistic view of their finances that enables them to plan for the future and make more informed decisions. Leverage rich insight to cross-sell and up-sell financial products and services that fit your customers’ unique goals and needs.

Yodlee Personal Financial Management

Financial Institutions can view this demo to understand how the power of the Yodlee platform can increase customer engagement with Personal Financial Management financial applications.

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Build your Solution with our Products

Use FinApps individually, combine them to meet specific needs, fold them into your existing website, or leverage them to build your own apps.

Build the next generation of innovative and disruptive financial solutions using our APIs and cloud platform.

Our analytical financial data can help you identify key consumer financial trends and fine-tune market strategies to better attract and engage consumers.