Magnétis Competitors

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well. Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns. Transform how you track and manage your financial life with Personal Capital.

▪ Budget Insight is an AIS (Account Information Service) that allows its clients to connect their applications to the bank of their users. Budget Insight also offers a PFM solution (Personal Finance Management App) for banks and insurance companies. Today Budget Insight serves their banking data to more than ten thousand companies and dozens of thousands of customers via the Budgea API connected to 40 different financial apps. Budgea API also collects the invoices and automatically links them with the right transactions. Directly online, banking data is given in real time, after multiple checkings and coherency processes. ▪ The client follows at any time the situation of its connections and the number of banking accounts connected to his platform. ▪ Thanks to its innovative solution, Budget Insight attracts many banks and insurance companies such as SwissLife which just signed a partnership with the dynamic Fintech in order to develop a new offer for Wealth Management using Budgea API.

Yomoni c’est un expert de confiance qui vient en complément de votre acteur bancaire avec une seule mission : gérer votre #epargne. Une épargne qui travaille vraiment pour vous et avec vous Offrons aux français le gérant d'épargne qu’ils méritent ! Chez Yomoni, nous pensons que l’offre d’épargne actuelle en France ne répond plus aux besoins des Français et qu’elle n’est pas suffisamment numérique. Yomoni est une entreprise labellisée B Corp