Financial management solutions company Yodlee has added another suite of solutions to its existing offerings for retail, small business, and cards-only customers. It recently added a platform called WealthCenter, which caters to self-directed investors who prefer to manage their own investments online.
The suite includes:
- Getting Started creates a task list for the user to help them aggregate all of their accounts
- Net Worth tracks assets and liabilities, showing changes in net worth over time
- Watch List shows winning and losing investments based on the user’s holdings
- Investment Holdings presents a rounded view of holdings, with insight into trending holdings based on geographic area
- News and Research presents the latest news based on the user’s holdings
- Asset Allocation shows how assets are allocated
The new offering helps financial institutions better interact with the 73% of investors who make their own investment decisions. It enables them to provide a single point where they can access investment accounts held across different institutions.
To learn more about Yodlee, watch its FinovateFall 2012 demo where it showcased its Small Business Center.