
OK to Spend identifies income and financial obligations in order to project cash flow and organize a financial cale
Vendor
Envestnet | Yodlee
Company Website
Financial Forecasting
OK to Spend identifies income and financial obligations in order to project cash flow and organize a financial cale
FinApp: OK to Spend
OK to Spend goes far beyond traditional tools that merely provide static views of finances by applying patent protected machine learning and predictive data analytics to consumer transactions. The application identifies recurring income and forecasted financial obligations while accounting for fluctuations leveraged from historic data.
Key Features
OK to Spend dynamically identifies recurring and forecasted financial obligations and income.
User-Friendly Interface
Let's consumers know how much disposable cash they have between paydays
Personalization
Personalized financial calendar provides a customized central view of upcoming financial events
Recommendations
Personalized and progressive experience offers actionable financial insights that empowers consumers
Timely Notifications and Alerts
Proactive tools help consumers stay on top of day-to-day finances
Data Intelligence
Best-in-class platform data intelligence and predictive analytics target consumers with the right products at the right time
Responsive Design
Flexible design enables users to access their financial data across various devices, user interfaces, and platforms
Forward-Looking, Engaging Financial Experience
By identifying recurring and forecasted financial obligations while accounting for fluctuations determined from historic data, OK to Spend goes far beyond traditional tools that merely provide static views of finances. OK to Spend displays upcoming recurring expenses, paycheck deposits, and financial events in a centralized calendar view. The modern and visually engaging graphical format makes it easy for consumers to see when and how much they’ll be paid and when recurring bills are due. They can also view projected balances on future dates. Personalized insights, tips, and recommendations are provided that help consumers navigate their unique financial journey.