Personal Financial Management

Enrich Personal Finance in Online Banking. Increase Financial Wellness.

Empower consumers with intelligent, personal financial tools that allow them to easily and securely manage their financial lives. With Personal Financial Management (PFM) tools and user-friendly FinApps from Envestnet® | Yodlee®, your customers can view all of their financial accounts in one place, manage expenses, set a budget, save for personal goals, view investments, calculate net worth, and improve their overall financial wellness.

With our digital personal financial management tools, you can provide your customers with a holistic view of their finances that enables them to plan for the future and make more informed decisions. Leverage rich insight to cross-sell and up-sell financial products and services that fit your customers’ unique goals and needs.

Envestnet | Yodlee Personal Financial Management

Envestnet | Yodlee Personal Financial Management

Build your Personal Financial 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.

Related Resources

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

The Importance of Personal Financial Management for Customer Engagement

Personal Financial Management (PFM) offers a low-cost online channel that allows financial institutions to engage with their customers in the way today’s customers prefer.
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

The Power of a Strong Data Platform: The Developer Opportunity

Banks have realized that if they don’t provide what today’s customers want and need, smart entrepreneurs and developers will fill the gap with engaging new online services.
Read Flipbook