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Transform Financial Data into Growth-Ready Solutions

Products Overview

Yodlee’s product suite helps forward-thinking institutions use enriched, connected, AI-ready data to deliver personalized experiences, activate insights, and drive strategic outcomes reaching every corner of modern financial services.
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Yodlee Products

Why Yodlee Products?

What sets Yodlee apart is our ability to turn complex financial data into clear, actionable intelligence, empowering financial leaders to innovate faster, serve smarter, and grow with confidence.
14

Top 20 US Financial Institutions

7

Top 10 US Wealth Firms

10

Top 15 Broker Dealers

Built on Trust. Designed for Growth.

For over two decades, Yodlee has supported the world’s leading banks, wealth firms, and FinTech's. Our products combine secure data connectivity with award-winning enrichment and intelligence capabilities to deliver the experience your customers expect.

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Solutions for Every Financial Workflow

PFM Widgets

Personal Financial Management Use Cases

  • Deliver insights on spending, saving, and financial goals 

  • Equip users with the tools to help users build better money habits 

  • Enable personalized alerts and recommendations

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Wealth Management

Wealth Management Use Cases

  • Aggregate held and held-away assets 

  • Accelerate onboarding and transfers 

  • Equip advisors with portfolio-level intelligence

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Payment Enablement

Payment Enablement Use Cases

  • Instantly verify account ownership 

  • Reduce drop-offs and abandonment 

  • Speed up asset funding and disbursement

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Credit Solutions Flow

Credit Solutions Use Cases

  • Assess cash flow and liquidity on demand 

  • Improve access for thin-file borrowers 

  • CRA-aligned capabilities for decisioning

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Business financial management

Business Financial Management Use Cases

  • Offer SMB clients on demand cash flow tracking 

  • Surface opportunities and risks automatically 

  • Power embedded finance and accounting tools 

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Open Finance

Open Finance Use Cases

  • Deliver personalized insights with aggregated data

  • Speed credit decisions using on-demand data

  • Streamline onboarding with enriched data access

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Client Quote

“Yodlee’s data quality and breadth are unmatched. It’s the backbone of our digital client strategy.”

Advisor360° Executive
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