Getting Started
Envestnet | Yodlee Peer Benchmarking can provide much-needed context and clarity to your users by comparing their financial data to their peers with similar income and geographic locations. Use peer comparison information to provide additional context to your users to help them make the right financial choices.
Begin Using Peer Benchmarking
To work with our Peer Benchmarking product, please contact our Sales team.
Prerequisites
Financial Insights
Elevate the Financial Insights delivered to your users by helping them compare their spending anonymously with their peers spending. To learn more about our Financial Insights APIs, please visit our Financial Insights documentation.
Financial Insights Documentation
Personalized View
Using Yodlee's proprietary data models, Personalized Views provides peer benchmarks across segmentation parameters such as income range, geolocation, homeownership, and the life stage of the user. To learn more about our Personalized View APIs, please visit our Personalized View documentation.