AllData PFM

Accurate real-time, personalized 
financial insights

Provide your customers a complete view of their financial picture across all their online accounts at one or multiple financial institutions.

According to a recent study by Javelin Strategy & Research, consumers who use online banking for personal financial management are two times more likely to increase the number of other banking transactions.

AllData PFM fully integrates into your existing digital products, providing a seamless consumer experience. This gives banks and credit unions control over the user interaction, while providing insight into accountholder preferences and behaviors, enhancing cross-selling initiatives.

Blog: Three Keys to Data Aggregation Success

Additional AllData Solutions

AllData Aggregation

Real-time aggregation API that delivers actionable consumer data from over 20 million daily imported transactions.
Learn more

AllData Advisor

Consolidated view of client assets and liabilities that leads to stronger relationships for wealth management advisors.
Learn more

AllData Connect

Secure connection portal where customers can consent to share their financial data for third-party application activity.
Learn more

Financial institutions benefit from AllData PFM by:

Providing value to new and existing customers


Gaining insight into customers' external accounts


Increasing engagement and loyalty

Delivering more personalized financial guidance


Cross-selling additional financial products


Being the hub of consumers' financial lives

Making better use of existing customer portals

Integrating easily with minimal development

Identifying trends and uncovering new opportunities

Data aggregation that is secure, reliable and all in one place

With access to more than 18,000 unique data sources, including banking, credit, investment, retirement accounts and insurance, AllData PFM aggregates account data from virtually any online source. You become the financial hub customers rely on to monitor and manage their cash flow, investments, spending, budget and savings goals.

This interactive view of an individual’s complete financial picture takes the guesswork out of money management, providing the insights needed to uncover new financial opportunities and make well-informed decisions. 

Financial advice with all the benefits and features

Budget Wizard

Enables users to create a budget within minutes. AllData PFM automatically tracks spending for each category, helping users adhere to their budget.

Balance and Transaction Alerts Available

Helps financial institutions monetize aggregation by attracting new deposits, cross-selling services and increasing retention.

Reporting and Analysis

Charts, graphs and advanced search capabilities are available to create filtered reports for targeted transaction monitoring, or analyze spending habits to set better budgets and goals.

Financial Dashboard

Provides customers with a consolidated view of assets and liabilities held at all of their online financial institutions, as well as a snapshot of their net worth, income, expenses and savings goals.

Transaction Management

Transactions are automatically categorized based on user preferences and built-in rules.

Customized Spending Alerts

Notifies users when they are approaching their spending limit for a particular category.

Security and Privacy Management Capabilities

Leverages the same technology that is used by the world’s leading financial institutions to safeguard internet banking and investing websites. User names, passwords and account transaction data are fully protected through multilayered security technology and the strongest data encryption available.

Customizable Expense Categorization Engine

Categorizes transactions automatically, based on user preference and built-in rules, enabling users to track and manage their activity.

A better developer experience means a better customer experience

Use our API suite to build your own user experiences. You can implement AllData PFM in its entirety, or you can choose the specific features you want to incorporate and embed those widgets into your solution.

Flexible Integration: Seamlessly integrates into existing online banking sites and is easily scalable.

Unmatched Security: A view-only system, so no risk of erroneously moving money or making trades/ transactions. Leverages the same technology used by the world's leading financial institutions to safeguard banking websites, protecting personal information like user names and passwords.

Mobiliti™ Design: Eight out of ten U.S. adults regularly use some form of online banking and more than half of them access their banks’ websites or applications via their mobile device. Our Mobiliti team is continually working to accommodate all screens as well as whatever the next hot new channel will be.

Choosing Fiserv means benefitting from our expertise.


Request a demo. Ask for a quote.

For more information on AllData PFM call us at 800-872-7882 or submit the form below.

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.