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

Related Resources

Envestnet | Yodlee Data Analytics for Retail + Commerce Signals Data Sheet

Envestnet | Yodlee Financial Wellness Solution Brochure

The Envestnet | Yodlee Financial Wellness Solution powered by data intelligence provides engaging personal financial experiences with actionable insights for consumers and financial institutions.
Read Flipbook
Envestnet | Yodlee Data Analytics for Retail + Commerce Signals Data Sheet

Turn Retail Banking Disruption Into Opportunity

Financial Institutions will have an advantage if they listen closely to their customers and meet their desire for online financial management tools.
Read Flipbook
Envestnet | Yodlee Data Analytics for Retail + Commerce Signals Data Sheet

Envestnet | Yodlee Financial Wellness Solution for Retail Banking

The Envestnet | Yodlee Financial Wellness Solution for Retail Banking is a suite of FinApps and APIs that go far beyond just organizing historical financial data.
Read Flipbook