Financial account aggregator and fitness app on Web and Mobile Platform!
The app is designed to help assess the customer’s current financial situation and provide guidance to reach their financial goals. Whether they’re looking to get a handle on the budget, calculate the net worth, or just better understand the financial picture, we’ve got them covered.
One of the standout features of the app is the account aggregator, which allows the customers to see all of the financial accounts in one place, even if they are with different US banks. Plus, with the budgeting tool, they can easily track their spending and see where they can make changes to reach their financial goals.
But it’s not just about the numbers – the app also includes financial wellness workouts to help you understand the recent financial picture. These workouts score you in categories like debt management, emergency savings, retirement savings, health savings, and insurance planning, so you can see where they’re doing well and where they might need to focus more attention.
Overall, the app is a great tool to help customers take control of their financial situation and reach their financial goals.
