Sorry, you need to enable JavaScript to visit this website.
Skip to main content

Personalized Views

Provide a more personalized way for your users to track their income
and expenses as well as set budgets.

Increase User Engagement









Data Sources

Go Beyond Transaction Data

Why stop providing transaction data based on user-defined rules? Enrich your user experience by providing insights based on the customized Views.


Learn more

Built With Developers in Mind

The Views APIs are built ground up with developers in mind.
Easily create flexible and engaging experiences that align with your brand identity.


Use our RESTful APIs to build an engaging Views experience. Our intuitive APIs allow you to deliver personalized insights specifically for the views users have created.


Insights come with RESTful APIs, YAML, Postman collection, and exhaustive documentation to help you quickly build the best possible experience for your customers.


The insights product can quickly scale to handle insights generated by hundreds of millions of users. Onboard new users with confidence.

Your Users vs Their Peers

Let your users compare their spending to their peers. Envestnet | Yodlee’s unique peer benchmarking capabilities derive data from millions of data points to provide accurate peer comparison data for your users.


Learn more