Personal Financial Dashboard

Now you can get a complete picture of your finances by bringing the information from all your accounts into our easy-to-use Personal Financial Dashboard. Our powerful software allows you to collect your account data from other financial institutions, credit cards, investment accounts, mortgage and insurance accounts into one place. Then, with all your information at your fingertips, our tools help you analyze your spending, track your investment portfolios, reach savings goals and take control of your finances.

Some key features
  • Make budgeting easier
  • Control cash flow
  • Track spending
  • Simplify saving process