FinBit helps wealth management firms access better data, deliver better financial advice, and derive intelligent business insights to grow their portfolios
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Obtaining a holistic view of customers' financial health is difficult when they accounts are spread across multiple financial institutions.
FinBit easily gathers financial data from multiple sources and enriches data through our categorization engine to help you coach customers for financial wellness.
Leverage a huge number of data sources comprised of an unparalleled breadth, depth, and variety of financial accounts
New and advanced AI-driven techniques enable the identification of actionable patterns across massive data sets
Rest assured and rely on our leading financial industry practices for security, risk, and compliance management
Consumers can select their financial insitution from the popular sites list or by searching based on a keyword
Consumers can provide the site login credentials. If required consumers are asked to provide additional authentication input.
The details of accounts gathered are displayed. Consumers may choose to add other accounts.
