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Engineer at MX here! We have a similar product for US and Canadian banks called Atrium.

More info here: https://atrium.mx.com/home

NOTE: I saw a few people mentioning Plaid and Quovo so I thought it would be appropriate to mention our product.

Didn't Morningstar just sell you to a bank though?

Is your product still going to be on the open market in 6 months time?

MX is not owned by any bank. It's still privately owned startup. We are long term in that we have many 5-7 year contracts with big name banks and add more each quarter. We offer mobile banking solutions, data categorization and budgeting tools to banks, so we Atrium is a product to sell access to the services we built to power our other products. So yes, our product will definitely be on the market for years to come.

We do add as many data sources as possible. We can use Morningstar for example to find cusip of holdings data. We're always trying to improve too :).

Sorry, don't know why I always get MoneyDesktop and HelloWallet confused. :(

Cool… keep on trucking! :)

BTW, I don't suppose you have Australian/NZ support?

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