One app. All devices. Brilliant sync.

MoneyWiz

US

Use case

Personal finance management app

Solution

Account Information, Data Enrichment

MoneyWiz is a personal finance management (PFM) application developed by SilverWiz, a FinTech company based in California. The company was founded in 2010 with the purpose to create an innovative and easy-to-use money management tool that could easily synchronise across all user devices. MoneyWiz is a multiple award-winning app, as well as one of the best selling PFM software in over 20 markets worldwide.

MoneyWiz is a useful tool that allows its customers to efficiently manage all their budgets, bills, and other financials in a single place, by automatically pulling and aggregating data from all personal accounts and inserting it directly into the app. Salt Edge’s Account Information API and Data Enrichment platform quickly and continuously extract raw data from multiple sources and transform it into insightful information for end-customers’ use. MoneyWiz end-users switched from manual insertion of financial data to automatic extraction of data directly from the bank account and gained the possibility to connect any type of accounts (credit cards, saving, checking, loan/mortgage, investment/brokerage, eWallet, crypto trading platforms) to the MoneyWiz app - for secure data imports and instant synchronisation across all devices.