How to Think About Connected Accounts in Financial Hope
At Financial Hope we connect to provider accounts through a system called Yodlee. This system allows us to connect to over 16,000 different accounts from bank accounts investment accounts credit cards or debt accounts securely and in such a way that we never know anything other than what you want us to see. What this does is it allows us to have a full view of your financial landscape.
Once we have connected we are able to process the data to identify components that are relevant to you so that you can have a simple budget.