Business Financial Management

Empower Businesses with Financial Management Tools

Small businesses struggle with many of the same issues as big business, but with far fewer resources to achieve viability and profitability. Now you can step up to fill the void with online financial management tools for small business. This customizable suite of tools enables you to strengthen customer loyalty, increase revenue opportunities, and grow your customer base, while your small business customers gain insights to help them operate more cost effectively.

Envestnet® | Yodlee® financial management tools work directly with online and mobile banking portals to help small businesses organize and manage their money now, and also visualize future cash flow and plan for future expenses. From expense analysis and cash flow forecasting to aggregate views of accounts and balances, you can offer the business solutions your customers need, all in one place.

Build your Solution with our Products

Use FinApps individually, combine them to meet specific needs, fold them into your existing website, or leverage them to build your own apps.

Build the next generation of innovative and disruptive financial solutions using our APIs and cloud platform.

Our analytical financial data can help you identify key consumer financial trends and fine-tune market strategies to better attract and engage consumers.