Net Worth Tracking

FinApp: Net Worth Tracking

Enable consumers to see the progress they’ve made toward financial wellness.
Get Started With FinApp: Net Worth Tracking

Promote Financial Wellness

Net Worth Applications

Net worth apps are an easy, automatic way for consumers and businesses to gain big picture insight—and avoid the inaccuracy of manually piecing together their financial picture. Our Envestnet | Yodlee Net Worth app, part of our FinApp series, combines held and held-away data so financial institutions can better advise clients, drive customer adoption & engagement.

This product is available via
  • APP
  • API

FinApp: Envestnet | Yodlee Net Worth

Key Benefits

With assets and liabilities displayed from all of their accounts along with their net worth, consumers are enabled to see the progress they’ve made toward financial wellness.

Intuitive UX

Modern user experience and graphics outline assets, liabilities, and net worth for a clear summary

Precise Values

Users can view exactly how much money they have across all accounts, taking into consideration all assets & liabilities

Filtered Category Displays

Consumers can view net worth categories to understand percentage change at the category level by date range 



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