Transactions FinApp - Consumer Audience

May 8, 2019

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

Transactions FinApp - Consumer Audience

FinApps - Consumer Audience

Account Summary FinApp - Consumer Audience

Financial Health Check FinApp - Consumer Audience

Budgets FinApp - Consumer Audience

Investment Holdings FinApp - Consumer Audience

Link Accounts FinApp - Consumer Audience

Financial Forecast FinApp - Consumer Audience

Expense and Income Analysis FinApp - Consumer Audience

Save for a Goal FinApp - Consumer Audience

Aggregation Overview

Consumer Aggregation Benefits

Account Aggregation Overview

Financial Advisor Aggregation Benefits