Empower your Customers to Reach Their Goals
with Actionable Financial Wellness Tools
Go beyond traditional tools that merely organize historical financial information to providing your customers with actionable financial tools and guidance with the Envestnet® | Yodlee Financial Wellness Solution. Powered by state-of-the-art data intelligence, our financial wellness solution is designed to help users not only manage, but improve, their financial lives. Deployed as FinApps or APIs across a spectrum of devices, user interfaces, and platforms, our proactive solution offers everything you need to make deeper and more meaningful connections with your customers.
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.
OK to Spend empowers consumers by providing a forward-looking view of their finances and guides them on what is “ok to spend.”
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.
Encourage consumers to plan for short/long term goals, life events, and specific purchases – with simple tools that help automate their savings, visualize their progress, and provide financial coaching.