Predictive and Actionable Financial Management Application
Empower your customers to” Reach their financial goals,
Make smarter investment decisions and Automate their savings.”
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.
Check Account Summary
Enable your customers to view their entire financial status with their banking accounts, credit cards, investments etc. all at one place.
View your customers entire spending holistically and analyze their transactions across all institutions.
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.