PERSONAL FINANCIAL MANAGEMENT

Enable financial management for your users

Allow your users to aggregate all their financial accounts in one place.

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Provide users with a consolidated view of their finances

Give your users a complete view of their financial lives with ease. By integrating with Akoya, you gain secure access to data from a variety of financial institutions, enabling you to provide a holistic personal financial management (PFM) picture. Provide your users with services like tracking spending patterns, budgeting and saving, debt reduction, and more. 

Provide users with a consolidated view of their finances
PERSONAL FINANCIAL MANAGEMENT

How it works

PERSONAL FINANCIAL MANAGEMENT

Underlying products 

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Balances

Enable your users to access balances for bank accounts, credit cards, loans, investments, and more. 

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Accounts & Investments

Provide users and their financial advisors access to detailed information on underlying holdings and positions of investment accounts. 

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Transactions

Give your users seamless access to transaction data, including amounts, dates, and descriptions, across account types. 

PERSONAL FINANCIAL MANAGEMENT

Integrating with Akoya

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100% permissioned
APIs

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Seamless
developer experience

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Easy
integration

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Reliable
data

Featured resources

Webinars

Open banking webinar: Transforming lending and member experience for credit unions

A panel of industry experts will discuss how the banking activity data available through open banking can be used..
Featured

Understanding the role of open finance platforms

Open finance is revolutionizing the financial services industry by giving consumers more control over their data..
Webinars

Understanding open finance platforms - Making the right choice for your financial institution

Open finance is rapidly evolving and with it come opportunities and challenges. With the multiple approaches..
Open Finance

Akoya and FDX: Advancing secure open finance solutions

At Akoya, we are committed to empowering consumers to manage their finances with greater choice, control, and..
Open Banking

Streamlining third-party risk management for open banking

As banks and credit unions prepare for the compliance deadlines in the CFPB's Section 1033 Final Rule on Personal..
CFPB 1033 Compliance

Reducing complexity in Open Banking regulatory compliance

With the issuance of the CFPB 1033 final rule in late October 2024, the countdown to Open Banking compliance has..
Webinars

1033 compliance is a complex issue that demands a multifaceted solution.

This on-demand webinar will offer critical insights on how to align risk, compliance, legal, product, and..
CFPB 1033 Compliance

How Akoya’s managed services help ensure CFPB 1033 rule compliance

Financial institutions have begun their efforts to comply with the Consumer Financial Protection Bureau’s Section..

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