Personal financial management platform
Customisable, quick to deploy financial wellness PFM toolkit. Bring your products and service to life, with holistic financial planning for your customers’ entire financial life cycle.
Increase engagement with your proposition, using the power of actionable personalised insights
Take your data, brand, product and service, and bring it to life with the power of Open Data. Enable your customers to see, manage and improve their entire financial world, by aggregating investments, pensions, loans, mortgages, savings, properties, current account, credit cards and more - all in one place.
Enable your users to engage more deeply with your business
Create engaging and impactful user experiences, and help them to achieve better financial wellness. Our Platform will help your users budget for today, and plan for tomorrow with the perfect products and services for them.
Make it yours
White label a ready-built PFM platform to get to market quickly and effectively, with a bespoke solution that represents your brand.
Pick and mix market-leading features
Financial future
Our simple planning modeller forecasts pension funds and informs your customers how much will be available to live on in retirement.
Discounts and flexible benefits
Marry actual spending to a benefits profile, to make offers relevant and valuable.
Change course
Enable your customers to set targets, increase contributions or see what they can afford to save.
Personalised content
Our multi-layered tenancy allows different employers, employee cohorts or segments to see only relevant content, which can be videos, blogs, articles or other digital content.
Savings sweep
Use funds saved by the budget planner to pay off debt, or sweep into savings, investments and pensions.
Coaching nudges
Our unique algorithms will display money tips and alerts to your users, to help them make the most of their money.
Our mission is simple: to work with our clients to enhance the financial wellness of people, their businesses and their communities
Watch Francis’ story of gaining clarity and control over his finances with our technology in this video produced for Moneyhub by BBC StoryWorks Commercial Productions.
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“FinTech products and services are transforming the financial freedom and capabilities for thousands of people around the world, and we hope this series introduces the power of this technology to even more people looking to improve their financial wellbeing.
Janine Hirt, CEO of Innovate Finance
This film was produced for Moneyhub 
by BBC StoryWorks Commercial Productions 
as part of a series is presented by Innovate Finance.