Core Features
- Dashboard
- Accounts
- Transactions
- Move Money
- Connect
The Dashboard serves as the central hub of the mobile app, providing users with an at-a-glance view of their financial life. It displays all connected accounts organized by type, offers quick access to the Connect Widget, and showcases Financial Insights (when purchased). Users can customize their dashboard experience, manage notifications, and access key account actions—all from a single, personalized interface.
Communication Features
- Notifications
- Marketing
- Contact Support
The Notifications feature keeps users informed about important account activity, budget status, and financial insights through push and SMS notifications. Users have granular control over notification preferences, including custom thresholds and delivery method preferences.
Feature Configuration
All features can be customized and configured to match your institution’s specific needs and branding requirements. Feature availability, behavior, and appearance are controlled through:- MDX API: Configure account actions, eligibility rules, and feature behavior
- Branding: Customize colors, logos, and visual elements
- Feature flags: Enable or disable specific features per your license
- Configuration settings: Set thresholds, defaults, and user-facing options
Next Steps
Explore individual feature pages to learn about specific capabilities, configuration options, and implementation details. Each feature page includes:- Detailed feature descriptions
- Visual examples and Figma embeds
- Configuration guidance
- User experience flows