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Personal Financial Management

Data-driven = Growth

MX's personal finance management solution securely integrates into digital banking products and enables users to take control of their finances. Budgeting, account aggregation, auto-categorization, and debt management are just a few of the tools that increase user loyalty and drive profitable growth.


All accounts in a single view

"MX has the ability to deliver on results and really be cutting edge — both in the products they provide and the way they go about their business."

Product Leader at BancVue

Easy Integration

MX gives you the choice to present internal and external data via your own visual designs or via our award-winning visualizations. Either way, your users' experience will be backed by the industry's cleanest, most reliable data. Get up and running in as little as 30 days!

BECU Case Study:
Evolving to Meet Digital Banking Demands

After reaching only a 1% adoption rate with their previous vendor, BECU decided to look for a replacement and found MX. After only a few months they reached adoption rates of more than 20%.

  • Engagement with alerts increased 10X
  • PFM adoption rate increased more than 20X
  • 5.2 accounts added per user

"I've been delivering software for years, and there's a level of engagement with MX that I've never seen before. Banking can be really dry stuff, and MX is making it exciting"

Digital Channel Manager at BECU

Award Winning UI/UX

MX has won dozens of industry accolades and awards, including Best of Show at Finovate six times running — more than any other company to date. Engage millennials and attract the most profitable account holders with our designs

Account Aggregation

Give your users less reason to sign into your competitors' digital banking portals by enabling them to view their entire financial life within your online banking experience. This one feature transforms you into their primary financial hub.

Enable account
holders to take control

MX's personal financial management solution puts a user’s data on center stage, molding it into a cohesive, intelligible, and interactive visualization. As a result, users engage more often and more deeply with your digital banking products — bringing greater user loyalty and commitment. You can then leverage user data to create hyper-personalized offers and directly gain additional market share.

Feature List

All features apply to all internal and aggregated accounts, allowing users to develop improved insight into their full financial life.


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Accounts aggregation

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Cleansed and categorized transactions

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Spending analysis

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Bubble budgets

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Cash flow

And Much More

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Spending over time

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Net worth

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Debt management

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Download the MX Business Case

16 pages of case studies and stats

  • - See why 1,800 institutions have chosen MX
  • - Discover how you can amp up your data game
  • - Learn new ways to drive revenue