Personal Financial Wellness

Drive Financial Wellness with Actionable Tools

Engage Your Consumers Across Digital Channels with Predictive and Actionable Financial Wellness Tools That Empower Them to Reach Their Financial Goals.

With traditional Personal Financial Management (PFM) tools offering financial information focused on past behavior, consumers gain few insights on how to improve their finances. But today, it’s possible to evolve your PFM strategy to a new level with the Envestnet | Yodlee Financial Wellness Solution.

Combining innovative technology, analytical data, and responsive design, the Envestnet | Yodlee Financial Wellness Solution moves beyond organizing historical financial data to helping financial institution and fintech developers provide financial guidance that customers can act on across a spectrum of devices, user interfaces and platforms.

By applying Envestnet | Yodlee’s advanced data intelligence to its enriched transaction data from over 15,000 data sources and more than 100,000 separate account types globally, financial service providers can derive actionable information from consumers’ financial data in order to measure, guide, and improve consumers’ financial health.

As a suite of applications and APIs, the Envestnet | Yodlee Personal Financial Wellness Solution can be deployed across multiple digital channels, creating the industry’s most detailed customer view, and enabling financial institutions to target users with the right products at the right time to increase revenue.

Build Your Solution with our Products

Drive financial wellness across digital channels with predictive and actionable financial wellness tools that empower your customers to reach their financial goals.

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.