PrimeSolve has partnered with Yodlee enabling clients to track all of their money in one place via our account aggregation tool.
Analyse your spend by category and value. Know where your money really goes.
Transactions are auto-categorised to easily see where you are spending your money. Tag and filter to personalise, manage & track your lifestyle.
Compare budget expenses v actual expenses to develop a better understanding of how clients are tracking against stated goals.