Product Capabilities

Product Capabilities Track, manage and optimize your personal finances, including budgeting, bill payments, investments, and savings

CAPABILITIES

  • Analytics based on the Transactions 
  • Categorization of Income and Expenses
  • Forecasting based on the historical trends

AGGREGATION

  • Consolidation- Multiple bank accounts, Credit Cards, Loans, Fixed Deposits, Investments, Mutual Funds
  • Entities-Balance tracker, account statement, bill payment tracker, investments & budgeting

GEO COVERAGE

  • At least 80% coverage of major Banks per region (APAC, NAM)
  • At least 80% coverage of account types
  • At least 80% coverage of entities

BENEFITS

  • Analytics based on the Transactions
  • Categorization of Income and Expenses
  • Forecasting based on the historical trends
  • Personalized recommendations based on the Income and Spending patterns
  • Budgeting
  • Bill Payment Trackers
     

BUILD THE FUTURE OF FINANCIAL SERVICES WITH US