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MX Partners Goalry to Help Clients Take Control of Managing their Finances

August 20, 2021
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MX, the financial data platform and leader in modern connectivity, reveals that it’s assisting Goalry, a finance platform and “virtual goal mall,” with enabling its clients to take control of managing their finances.

With MX‘s data platform to power its comprehensive solution, Goalry clients may see significant improvements in their efforts to grow their savings, retirement, as well as paying off outstanding debts.

Ethan Taub, Founder and CEO of Goalry, stated:

“We loved MX from the beginning because it was always about more than just the accomplishment of the financial goal, but the financial empowerment and memories that are made when you achieve your goals. The connection with MX was immediate because we’re helping people with life management — taking action on their goals and socializing what you’re doing with your life.”

With assistance from MX, Goalry has been able to incorporate its personal financial management solutions into the Goalry experience. Lacking the appropriate resources to recreate everything on its own, Goalry is able to move a lot faster with help from the MX professional team, the announcement noted.

Taub added that it would have taken them “years to create this on our own,” and that “working with MX has been amazing for that reason alone.”

Goalry leverages MX’s aggregation capabilities and financial management software to offer its clients with a unified or holistic money experience. Members are provided a “Member Key” that gives them access to various types of financial service “stores.”

Whenever a financial account gets added to a store, it’s instantly accessible to the member at any other store in the mall. By enabling clients to link their financial data in one place, Goalry is enabling its clients to take control and ownership of managing their finances.

Nate Gardner, Chief Customer Officer of MX, remarked:

“We share a common vision with Goalry to make finances as they should be for the millions of Americans who want simpler and more efficient tools. Through this partnership Goalry customers can better control their financial lives which ultimately improves the quality of their entire life.”



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