Consumer Cashflow Insights 

Sole Proprietors ⋅ Individuals Prosumers

 

We’ve heard you that while you’re a consumer and not a business you would like to be able to track your cash flow and learn insights about yourselves.  We’ve made it possible for you to access your cashflow with the click of a few buttons.  Set up is easy and you’ll see all of your assets for one low yearly fee of $500.

Know Your Finances At A Glance

This will consolidate your financial detail from multiple accounts and provide insights on your spending.  You set the rules and learn to grow your wealth on your own terms.

 

Lender Borrower Portals