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.
FinApp: Envestnet | Yodlee Net Worth
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.
Modern user experience and graphics outline assets, liabilities, and net worth for a clear summary
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