Financial Wellness

Financial Wellness Solutions make it easy to give personalised advice and financial coaching.

Financial Wellness Benefits

Give Consumers Financial Guidance

Comprised of the leading Financial Data Platform, AI-powered FinApp series, and APIs, our solutions enable Financial Service Providers to coach consumers toward financial wellness.

Gain Access to the Best, Most Comprehensive Data

Leverage over 17,000 global data sources comprised of an unparalleled breadth, depth, and variety of financial accounts

Personalised Financial Insights

New and advanced AI-driven techniques enable the identification of actionable patterns across massive data sets

Delivered Through Conversational AI

Deliver financial wellness guidance on any device, across major interfaces like Amazon Alexa, Apple Siri, and Google Assistant

Bank-Level Security

Rest assured and rely on our leading financial industry practices for security, risk, and compliance management

Get Started With Financial Wellness

What is Financial Wellness?

Financial wellness refers to a consumer’s financial wellbeing or financial health. The term encompasses consumers’ basic financial literacy, their available savings, investment and budgeting opportunities, financial security and how prepared they are for emergencies, and their financial freedom to spend or save discretionary income for retirement. With financial experiences and guidance customised for their unique situations, consumers are empowered to move down the path to financial wellness. Read more

Powering Dynamic Innovation for Financial Services

Case Study

Enabling Holistic Wealth Management

Personal Capital™ combines digital wealth management tools with sophisticated, objective advice from registered financial advisors to help people manage their money. Its award-winning apps enable users to effortlessly view their entire financial life in one place.

  • The Customer Challenge
  • The Envestnet | Yodlee Solution

Trusted By

Dive Deeper Into Financial Wellness

Download our financial wellness brochures and ebooks to learn more about how Envestnet | Yodlee products can integrate with your business. 

Get Started With Financial Wellness

Financial Wellness Solutions make it easy to give personalised advice and financial coaching.

Get Started