FinApps - Consumer Audience

Our financial wellness tools are designed to help you organize and easily manage all your finances in one place. Be your best financial self by leveraging these powerful tools.

Account Summary FinApp - Consumer Audience

The Account Summary tool displays balances from all of your financial accounts to provide an engaging view into your full financial picture.

Financial Health Check FinApp - Consumer Audience

With our financial check-up tool, you can get a real time diagnosis of your financial health, plus suggestions on how to take action to improve your overall financial wellness.

Budgets FinApp - Consumer Audience

Our budgeting tool provides a step by step guide to help you get started, by automatically organizing your transactions into income, bills and other expenses.

Investment Holdings FinApp - Consumer Audience

Our Investment holdings tool can help you manage your 401k, IRAs, mutual funds, individual stocks, and other investments with one login.

Link Accounts FinApp - Consumer Audience

Managing multiple accounts and institutions can be difficult and time-consuming. With this tool, you can gain a clear understanding of your financial situation.

Financial Forecast FinApp - Consumer Audience

Our financial forecast tool automatically helps you organize and manage your critical financial obligations so you can plan better.

Expense and Income Analysis FinApp - Consumer Audience

To get a deeper understanding of how you are spending or earning your money, use the Expense and Income Analysis tool to see your historic financial trends and current income and expenses.

Save for a Goal FinApp - Consumer Audience

Our save for a goal tool creates a bridge between today’s dream and tomorrow’s reality by making it easy to set-up a plan and stick to it.

Transactions FinApp - Consumer Audience

With the Transactions tool, you get a consolidated view of your projected, current, and historical transactions from multiple accounts, all in one place.

Aggregation Overview

Consumer Aggregation Benefits

In this video, we’ll explain how clients of financial advisors can leverage account aggregation to save time and make better financial decisions.

Account Aggregation Overview

Financial Advisor Aggregation Benefits

In this video, we’ll explain the benefits of aggregation to financial advisors. Encouraging clients to aggregate held-away accounts can be beneficial for both financial advisors and their clients.