Account Summary

Get the Full Financial Picture

In order to gain greater control
over their money, consumers need all of their financial information at their fingertips. The Envestnet® | Yodlee® Account Summary FinApp 
can help by automatically providing consumers with an engaging view
of their full financial picture.

By seeing their banking accounts, credit cards, investments, mortgages, rewards, and other accounts from financial institutions around the world all in one place, consumers can increase their control and peace of mind.

Financial institutions and Internet innovators can also benefit from a view of customer balances across all financial accounts, including assets and liabilities, for valuable insight and opportunities to cross-sell and upsell meaningful products and services.

Key Features

  • Aggregate accounts from various financial institutions in one place
  • Innovative UI guides the user to add accounts
  • View balances from all accounts, by banking, credit card, investments, and other categories
  • User has ability to see a balance, including assets and liabilities, across all financial accounts
  • Empower users with the ability to access their full financial picture of accounts
  • Increase opportunity to engage in additional service offerings