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Envestnet Yodlee FinApps Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.


Product is available as a SaaS solution that requires no additional hardware.

Customer Focus

Vendor works with midsize to large enterprises.

Select Customers

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About FinApps

Envestnet Yodlee FinApps FinApps is a collection of financial management applications designed to be used individually as well as in conjunction with each other. The applications enables users to link accounts including checking, savings, credit cards, investments, mortgage, rewards and billing providers.

The software provides users with net worth summary visibility, aggregated asset and liability views, and change updates on investments and liabilities. Additionally, the platform provides users with full account summaries, budgeting goals and management, and cash flow analysis reports.

About the Company

Envestnet Yodlee was founded in 1999 and is headquartered in Redwood City, California.


FinApps Key Features

  • Accessible via desktop, tablets and mobile devices
  • Expense and income analysis tools
  • Investment holdings management
  • Transaction history and records
  • Future expense forecast and analysis tools
  • Graphic expense and income visualization capabilities
  • Budget-related notification settings
  • Holistic investment portfolio views and management
  • Investment holdings drill down views
  • Designed to integrate into existing websites and applications
  • Investment views broken down by asset class, sector and country


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