All of your finances in one place
Focused on helping you achieve your financial goals through hyper-personalized insight.
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Link was created with a singular objective - to help you achieve your goals faster.
Sure, there are other financial management apps out there, but Link is different.
Other companies share your information with their partner institutions, and before you know it, you're being hit with offers from every corner of the internet.
Link is brought to you in partnership with your local financial institution to further their mission of "people helping people." Together we help you get a comprehensive understanding of your finances and only suggest offers that will help you save or earn more money, avoid interest, or accelerate time to payoff loans.
Our
Story
Value
Assistance From A
Trusted Source
Local financial institutions are a different breed from fintech apps and large mega banks. They are significantly more community and customer service focused and often provide better rates than their huge counterparts.
Consolidated View
of Finances
You are able to view your entire financial picture in one place which provides a crystal-clear picture of your spending habits, recurring transactions, debts, and investments. No more toggling between five different financial institutions!
Free Insights
Since your local financial institution is sponsoring your Link membership you get world-class insights and hyper-personalized recommendations for free. How can you beat that?
Accelerate your success.
We've got your back.
Link, in partnership with your local financial institution, has been designed to provide customized financial wellness insight.
The Financial Wellness Solution You Have Been Waiting For
/01
Create Targets
State what your specific monthly Investments & Savings, Debt Repayment, and Spending goals are.
/02
Link Accounts
We use secure market leading open-banking technology that allows you to pull in all of your financial information from your different banking relationships. This is critical in order to provide a comprehensive picture.
/03
Monitor Progress & Activity
The dashboard is easy to digest and illustrates your progress against your goals. There are multiple screens that visualize your data in different ways in order to provide you with the insights you need to better understand your behaviors and progress.
/04
Accelerate Progress
The application will analyze all of your linked product details and spending habits. To the extent that you could quantitatively benefit from a product your local financial institution offers, the app will highlight the product and specify the benefit in an easy to understand and personalized way.
We will also offer behavioral suggestions and insights that may help you make better financial decisions.