Power personal financial management use cases
Allow your users to aggregate all their personal financial accounts in one place.
Provide users with total personal financial management
Empower users with full personal financial management (PFM) through secure, permissioned data aggregation.
With Akoya, connect to multiple institutions for a single, trusted financial picture—helping users track spending, budgets, and goals with ease.
How it works
Authorized connection
Secure authentication
Permissioned data shared
Underlying products
Balances
Give users access to balances for bank accounts, credit cards, loans, investments, and more.
Accounts & Investments
Provide users and their advisors with detailed information on holdings and positions of investment accounts.
Transactions
Access transaction data, including amounts, dates, and details, across all account types.
100% permissioned APIs
Akoya powers personal financial management through secure, fully permissioned APIs.
Seamless developer experience
Easy integration
Use our simple SDKs to add PFM capabilities without building or maintaining one-off connections.
Reliable data
Access accurate, real-time data to deliver secure and trusted PFM experiences.
Featured resources
The open finance API stack: Securely access financial data with Akoya
How DecisionLogic uses Akoya to fuel real-time credit insights and scalable growth
Why transparency, trust, and APIs win
Why APIs are the growth engine fintechs can’t afford to ignore
Future-proof your open finance strategy
How to build for growth and inclusion
Driving fintech growth with smarter data access strategies
Open finance without a mandate: a strategic business case
Test your personal financial management use case
Try Akoya’s self-service sandbox. Create a free developer account to test personal financial management use cases and go live anytime.
