Predictive and Actionable Financial Management Application

Empower your customers to” Reach their financial goals,
Make smarter investment decisions and Automate their savings.”

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How Yodlee is Revolutionizing Financial Services Industry?

Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services.

Yodlee’s technology is helping wealth management and financial wellness providers with enhanced advisor productivity, improved financial innovation, strengthened wealth management process, consumer data protection and data acquisition security for third party financial service providers.

Take the Advantage of Open Banking by Yodlee’s Financial Wellness Tools

Now financial advisors can go beyond the conventional methods of organizing their customer’s financial information.

Check Account Summary

Enable your customers to view their entire financial status with their banking accounts, credit cards, investments etc. all at one place.

Analyze Transactions

View your customers entire spending holistically and analyze their transactions across all institutions.

Analyze Expenses

Help your customers manage spending by graphically displaying their category wise expenses.

Save for Life Events

Automate your clients’ savings and help them attain their life events, goals and major purchases.

Analyze Cash Flows

Help your consumers forecast their future expenses and track their financial status.

Expense and Income Analysis

Build solutions that comply with the Second Payment Services Directive and Open Banking in the UK.

How Codiant Can Help You?

Codiant has captured the benefits of open banking disruption by offering the unified power of Yodlee integration services in the business service model. We are helping financial advisors and wealth management companies to improve customer experience by generating their new revenue streams through Yodlee® Data Aggregation Platform.

Are you an Entrepreneur seeking to launch offbeat products that leverage transactional financial data?

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