Yodlee PersonalFinance is an award-winning money management solution that consolidates, simplifies, and automates the increasingly complex task of managing financial accounts.

For Financial Institutions, Yodlee PersonalFinance helps deepen customer engagement and loyalty and drives new revenue by creating a highly valued and personalized experience for customers in all segments.

Consumers receive:

• Complete financial picture total knowledge of balances, cash flow and net worth across ALL financial accounts
• Spending analysis effortless categorization, spending is automatically categorized and charted
• Personalized alerts guards against fraud, late payments and overdraft charges
• Projected balances automatically show the impact of outgoing payments on cash flow and future balances to help consumers plan spending and protect against potential cash flow issues

Yodlee uniquely and securely obtains data from over 12,000 sources, including banks, brokerages, credit cards, billers, reward programs, retirement accounts, mortgages and insurance companies, creating the largest and most complete data platform for financial management.

Together with the Yodlee Payments Suite, financial institutions can build a fully integrated online banking and bill payment experience complete with personal financial management tools that are both insightful and actionable. Learn more about the Yodlee Payment Suite.