Hosted Solutions
Deploy with speed! Create new levels of engagement and new revenue streams with Yada Data’s white-labeled financial insights solutions for your customers. Your brand powered by our next generation PFM platform.
A Hosted PFM is best for Financial Institutions who:
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Want to deploy quickly in weeks vs. years.
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Want to maximize return capital resources.
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Relay on core processors for technology solutions.
Key Benefits:
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Turn-Key Solutions
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No massive upfront costs
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Time to value
Thinking Differently
A new approach to financial management
For most people the idea of a traditional budget makes them cringe. Us too. Budgeting can be a daunting task-- one that’s frustrating, overwhelming, and yet somehow also dreadfully boring.
Still, managing your money is a pretty important task-- one that you really can’t ignore, especially for those who have financial goals. That’s exactly why we created our platform, make it simple, easy and smart.
Feature Highlights
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Free Cash Forecasting
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Planning Center
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Link Banks & Load Transactions
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Account Balances
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Account Transactions
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Consolidated Transactions
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Vendor Spend Analysis
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Category Spend Analysis
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Income Analysis
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Notifications
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Subscriptions Analysis
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Recurring Payments Analysis
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Configurable Tool Tips
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Data Charting Tools
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Light Mode / Dark Mode
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User Profile Management
Free Cash Forecasting
Get unique insight into the one number that creates wealth-- Free Cash Flow. We use sophisticated AI making 100s of predictions to automatically generate your monthly Free Cash Forecast.
Planning Center
Planning a significant purchase? Vacation? Home? Car? Use custom templates to plan for your next big adventure.
Spend Analytics
Get a comprehensive view of your spending with all your transactions automatically categorized. Non-spending transactions are automatically separated, so you get a true view of your spending.
Recurring Payments
Tell those subscriptions you’re the boss. We identifiy recurring monthly subscriptions as well as those pesky off-cycle and quarterly subscriptions that are often overlooked.
Balances & Transactions
Safely link to financial institutions and view transactions across all accounts or individually. We make it quick and easy to get your big-picture financial overview and then the power to drill down to specifics.
What Our Users Say
