How we brought it together
Hartwell designed a private dashboard with supported accounts connected through Plaid, reconciled transactions, net-worth views, and focused planning tools.
Hartwell Financial HQ
The full picture. One private workspace.
THE PROJECT
What we built.
A private finance dashboard for accounts, cash flow, forecasts, and planning.
Accounts, transactions, forecasts, and planning decisions were spread across separate interfaces and manual tools.
- Account and transaction organization
- Cash-flow forecasting
- Net-worth and savings views
- Purchase-planning tools
Inside Hartwell Financial HQ.
Accounts Enlarge ↗
Accounts. A private workspace brings account information into one view using synthetic demonstration data.
The experience
One reconciled view for understanding current finances and upcoming obligations. This is a private system, not a public financial product.
Synthetic demonstration data only. This private budgeting and planning aid is not professional financial advice. Plaid provides account-linking infrastructure; Hartwell built the application.
A CONVERSATION FIRSTLet’s build the
Let’s build the
right thing.
Tell us what takes too much time,
or what your customers need to do more easily.