A Complete Financial Picture
Reveal Opportunities Locked Within Your Clients' Account Data
All Your Accounts, One Location
Held-Away Assets Simplified
Held-away assets don’t have to be a chore. With our Aggregation API you can quickly link and monitor your clients’ held-away assets.
Client Data, Fit to Your Needs
Our Aggregation API can be leveraged by internal technology teams to ensure it fits a variety of enterprise use-cases, from financial planning to client reporting.
Easy-to-reach Support
We use AI to build resilient connections to financial institutions, but when things go wrong you want a human touch. That’s why our New York-based Operations team is never more than a call or email away!
Enterprise Dashboards & Modules
Be Your Client’s Financial Homepage
Keep them coming back for more! Our PFM widgets can help clients build a budget, monitor spending, and achieve their financial goals – all from your existing portal or app.
Build Customer Loyalty
Get your clients engaged! Our seamless UI/UX encourages repeated use, helping to improve customer engagement and increasing customer loyalty.
Flexible Integrations
Best of all, all of our PFM widgets are ready right out-of-the-box! That means a few lines of code and they can easily be integrated into any existing technology stack.