AllData PFM
Become the financial hub customers rely on.
Bring all accounts, spending and insights together - giving customers a complete financial picture while keeping your institution at the center of their financial decisions.
| Intelligent dashboard Provide a consolidated view of balances, net worth, cash flow, top expenses, goals and alerts to position your institution as the customer’s financial hub. |
| Budgeting & spending insights Enable one-step budget creation with automated categorization and visual spend analysis to drive ongoing engagement and increase digital stickiness. |
| Transaction & cash flow analysis Deliver searchable transaction history and trend visuals that improve understanding and build trust in the digital experience. |
| Subscription management Identify recurring subscriptions with vendor, amount, frequency and next payment date to help customers control discretionary spending. |
| Alerts & proactive notifications Trigger balance, spend and transfer alerts to drive timely engagement, increase digital stickiness and support deposit and product usage. |
| Goals & investment tracking Support long-term financial planning with savings goals and consolidated views of investments and assets. |
| Account aggregation & insights Aggregate internal and external accounts to deliver a complete financial picture, provide insight into customers’ full financial lives and enable personalized insights and targeted offers. |
Strengthen relationships, increase engagement and drive growth through personalized financial experiences.
Learn about our data aggregation and verification solutions
AllData PFM provides your customers with a complete view of their financial picture across all accounts.
Over
18,000
data sources
10M+
accounts updated nightly
95%+
coverage of U.S. DDAs
6M+
active users
Discover insights related to data aggregation
