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.
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.
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.
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.
White label a ready-built PFM platform to get to market quickly and effectively, with a bespoke solution that represents your brand.
Our simple planning modeller forecasts pension funds and informs your customers how much will be available to live on in retirement.
Marry actual spending to a benefits profile, to make offers relevant and valuable.
Enable your customers to set targets, increase contributions or see what they can afford to save.
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.
Use funds saved by the budget planner to pay off debt, or sweep into savings, investments and pensions.
Our unique algorithms will display money tips and alerts to your users, to help them make the most of their money.
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.
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.
Whether you want to create your own solution, or you want us to do it for you—we have the technology for it. Our experienced team is here to support you now and in the future.