Complete financial overview of your clients' finances

Moneye provides you with a complete picture of your clients' financial situation, allowing you to provide much more tailored advice and experience for your clients.

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All your clients' bank accounts in one overview.

Do you know the cash positions for all your businesses and holdings at any given time?

Whether it's private accounts or business accounts from various businesses, Moneye allows you to add and group all of your clients' bank accounts in one overview.

Create an optional login for your client

Are you looking to provide your client with more insights into their complete cash situation?

Add them as a client so they have insights into their own bank accounts.

Set powerful notifications

Are you looking to provide proactive services to your clients?

Use notifications to trigger important alerts such as transactions above a specific amount, or a balance below a specific threshold.

What can Moneye mean for your
Wealth Management services?

Moneye Insights allows you to monitor all of your client's bank accounts in one single real-time overview, so you can save time and provide more tailored services.

All your accounts in one overview

Get ready to manage all of your client's bank accounts from the same place. No more switching back and forth through different bank portals and accounts or requesting bank statements. You can now monitor all your bank accounts from the same place.

Over 2.400 banks connected

We've connected over 2.400 banks in more than 31 countries. See which banks we have connected here.

Add bank accounts for all your client's businesses

Does your client own multiple businesses? Moneye Insight allows you to connect bank accounts from multiple businesses to have a complete financial overview.

Group your accounts

Grouping accounts allows you to easily manage multiple entities from one single overview.

Transactions timeline

View transactions across all of your accounts in real-time

Transactions feed

Monitor all your transactions in one real-time feed. As soon as a new payment hits one of your accounts, the feed is updated.

Filter specific accounts

Filter on specific accounts so you can focus on the right account(s) at the right time.

Dynamic search

Looking for a specific transaction? Can't remember on which account a specific transaction took place?

Use our powerful dynamic search to search across all of your bank accounts at once and find transactions in seconds.

Alerts & Notifications

Setup alerts and notifications on important financial events and receive a notification the moment your payment is received on one of your accounts. Receive notifications on large payments or if the balance falls under a specific threshold.

Easy to setup notifications

Setup notifications on important financial events in minutes. Use our default templates to save you even more time.

Platform independent

Receive notifications on the platform of your choosing, for example through Email, Slack or Text.

Fully customizable

Make your notifications bespoke by setting your own criteria and triggers.

Ready for complete financial control?Put Moneye Insights to the test.

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