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Financial Management Preferences Survey

Approximately takes 2-3mins of your time

Imagine you're using an app that manages all your financial accounts—investments, taxes, and insurance. Now, picture a dashboard that provides helpful insights from these linked accounts, empowering you to become a financial expert. That's exactly what we're building, and we'd love your input on what kind of insights would be most valuable to you.

What is your name?

Which age group do you belong to?

Which age group do you belong to?
A
B
C
D

What do you do?

What do you do?
A
B
C
D
E

What types of financial accounts do you currently hold?

What types of financial accounts do you currently hold?
A
B
C
D
E

What is the most challenging aspect of managing your finances across multiple accounts

What is the most challenging aspect of managing your finances across multiple accounts
A
B
C
D

How often do you review your financial accounts?

How often do you review your financial accounts?
A
B
C
D

What steps do you usually take to review your financial health?

What steps do you usually take to review your financial health?
A
B
C
D

Which financial data points would you find most valuable on a dashboard?

Which financial data points would you find most valuable on a dashboard?
A
B
C
D

If you could get insights about your financial accounts, what would you prioritize?

If you could get insights about your financial accounts, what would you prioritize?
A
B
C
D

Would you consider signing up for an app that lets you securely link all your financial accounts and provides an insightful overview of your finances?

Would you consider signing up for an app that lets you securely link all your financial accounts and provides an insightful overview of your finances?
A
B

Are you familiar with account aggregators?

Are you familiar with account aggregators?
A
B