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 your users with a complete view of their financial lives through personal financial management (PFM). With Akoya, you can securely aggregate permissioned data from a wide range of financial institutions creating a single, trusted source for user’s complete financial picture. Deliver trusted PFM experiences such as monitoring spending patterns, creating budgets, managing savings goals, and reducing debt — all within a single, user-friendly solution.
How it works
Authorized connection
Secure authentication
Permissioned data shared
Underlying products
Balances
Enable your users to access balances for bank accounts, credit cards, loans, investments, and more.
Accounts & Investments
Provide users and their financial advisors access to detailed information on underlying holdings and positions of investment accounts.
Transactions
Give your users seamless access to transaction data, including amounts, dates, and descriptions, across account types.
100% permissioned APIs
Seamless developer experience
Easy integration
Reliable data
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 stragies
Open finance without a mandate: a strategic business case
Test your personal financial management use case
Try Akoya’s self-service sandbox today. Create a free developer account to test personal financial management use cases with sample data, then go live when you are ready.