Responsive Financial Apps that Connect with Consumers
Envestnet® | Yodlee® FinApps leverage a common financial data platform but create unique and differentiated experiences for various user segments from a desktop, tablet, or mobile device. Whatever your financial industry or customer focus, we have FinApps for a deeper and more engaging digital connection. With a responsive, easy to deploy design, you can use FinApps individually, combine them to meet specific needs, fold them into your existing website, or leverage them to build your own apps.
Enable consumers to securely link accounts, including checking, savings, credit cards, investments, mortgage, rewards, billing providers and others, from institutions around the world.
Provide consumers and small businesses with a clearer understanding of their financial situation with an aggregated view of assets and liabilities, and updates on changes across investments, liabilities and more.
Give consumers the ability to view their full financial picture, with their banking accounts, credit cards, investments, mortgages, rewards, and more, all in one place.
Enable consumers to meet their financial wellness goals by guiding them through the budget creation process. Provide notifications to help them stay engaged and on track.
Enable consumers and small businesses to track one of their most important financial measurements with tools that help analyze and even forecast future expenses and income.
Help users accurately chart expenses and income by graphically displaying these categories and highlighting trends that help users and small businesses manage spending.
Keep wealth advisory clients updated on their investments with a holistic view of their entire portfolio plus the ability to drill down into sectors and individual holdings.
Help users save time and ease frustration with a powerful tool that groups and analyzes their transactions across all institutions for a consolidated, holistic view of their spending.
Help consumers get a glimpse into their financial future with a tool that leverages predictive analytics to create a forecast for users that allows them to be more proactive about their finances.
Empower consumers to collaborate on finances with their financial advisor, family members, or others, with full control over which accounts to share and the level of access provided.