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Next-Gen PFM

Data-driven = Growth

MoneyDesktop is a data-driven money management tool that 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

Easy Integration

With MoneyDesktop, integration is simple. You can be up and running in as little as 30 days.

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.

Account Aggregation

MoneyDesktop gathers basic financial information from all of a user's accounts and organizes it into one place.

Feature List

Give your account holders an upgrade

Features

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Accounts (Internal + External)

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Transactions (Cleansed + Categorized)

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Spending Pie

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Bubble Budgets

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Cash Flow

And Much More

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Goals

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Spending Over Time

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Net Worth

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Debt Management

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Alerts

Enable account holders to take control

MoneyDesktop by MX 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.

See the MX platform in action.

Ask for a demo today.