Use Case: Personal and Family Financial Dashboards

What if individuals and families could finally build a complete, real-time view of their finances—independent of any bank, adviser or provider?

This Use Case explores how DataPal’s Open Finance Plus Me model empowers people to create their own AI-enhanced financial dashboard, pulling together pensions, investments, insurance, mortgages and more into one trusted, user-controlled view. By combining fiduciary data management, open APIs and intelligent augmentation, individuals gain clarity, confidence and access to guidance when they need it—without surrendering their data.

The result: better decisions, broader access to advice, and the foundation for a new era of fairer, more innovative financial services.