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FIRST DIRECT "internet banking plus" account aggregation software

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  • Milarky
    Milarky Posts: 6,356 Forumite
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    KeithEssex wrote: »
    John - are your accounts really in order ? Wow. Mine (approx 15 of them) are all over the place ? It makes no sense and is real pain ! I've tried re-adding them and there is no logic to it.
    Simple little things like this they could surely provide features for. Same with Egg Money Manager - you have no customization (apart from the 'nickname') It's as though the designers of the software - although 'brilliant' in some respects are completely !!!!!!... ..in fact, in techie terms it's as though money aggregation services are permanently 'in beta'
    .....under construction.... COVID is a [discontinued] scam
  • Paul_Herring
    Paul_Herring Posts: 7,482 Forumite
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    KeithEssex wrote: »
    This is a really helpful FREE piece of software from First direct (produced by the same company "eWise" that produces Egg Money Manager).

    A major plus is that you don't have to be a FD customer to use the service.

    You don't have to be a customer of *anywhere* to use eWise's own version. My only experience of the 'franchise' is Egg's EMM, which is a severely restricted version that doesn't allow you to save your 'safe' on removable media which is useful to me since I use eWise from more than one PC.
    Conjugating the verb 'to be":
    -o I am humble -o You are attention seeking -o She is Nadine Dorries
  • KeithEssex_2
    KeithEssex_2 Posts: 224 Forumite
    Milarky wrote: »
    Simple little things like this they could surely provide features for. Same with Egg Money Manager - you have no customization (apart from the 'nickname') It's as though the designers of the software - although 'brilliant' in some respects are completely !!!!!!... ..in fact, in techie terms it's as though money aggregation services are permanently 'in beta'

    Agreed - it goes some of the way and then just stops.

    I would like a couple of Banks added (BM and Kaupthing Edge) but after emailing them I'm not really convinced that it will actually happen. They also seem to be missing on Egg Money Manager.

    Bit of a shame really.
  • KeithEssex_2
    KeithEssex_2 Posts: 224 Forumite
    You don't have to be a customer of *anywhere* to use eWise's own version. My only experience of the 'franchise' is Egg's EMM, which is a severely restricted version that doesn't allow you to save your 'safe' on removable media which is useful to me since I use eWise from more than one PC.

    Paul - how / where can you download eWise's own version ?

    It doesn't seem to be on their website.
    http://www.ewisesystems.com/corporate/index.html
  • noh
    noh Posts: 5,817 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    KeithEssex wrote: »
    Paul - how / where can you download eWise's own version ?

    It doesn't seem to be on their website.
    http://www.ewisesystems.com/corporate/index.html

    You can signup here
    https://www.ewise.com.au/accunity/aa/home.asp

    I have been using this for several years now with no problems.
    You can change the order in which accounts appear but no nicknames like on the FD offering.

    Nigel
  • KeithEssex_2
    KeithEssex_2 Posts: 224 Forumite
    noh wrote: »
    You can signup here
    https://www.ewise.com.au/accunity/aa/home.asp

    I have been using this for several years now with no problems.
    You can change the order in which accounts appear but no nicknames like on the FD offering.

    Nigel

    Thanks

    Just seen the list of available Banks / Building Societies ....

    https://www.ewise.com.au/accunity/aa/instlist.asp

    The only one that seems to be missing is Kaupthing Edge.
  • noh
    noh Posts: 5,817 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
  • KeithEssex_2
    KeithEssex_2 Posts: 224 Forumite
    noh wrote: »

    Cheers for that

    Apologies - I edited my post at the same time you replied. You were just too quick :T
  • KeithEssex_2
    KeithEssex_2 Posts: 224 Forumite
    How do AccountUnity fund this service ? It's not like Egg or First Direct where they hope to gain your custom.
  • Paul_Herring
    Paul_Herring Posts: 7,482 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Photogenic
    KeithEssex wrote: »
    How do AccountUnity fund this service ? It's not like Egg or First Direct where they hope to gain your custom.

    They presumably sell it to Egg and First Direct etc. They certainly don't advertise their own service to customers. (Or I've never seen them do so - the fact it's difficult to find their service leads me to this.)
    Conjugating the verb 'to be":
    -o I am humble -o You are attention seeking -o She is Nadine Dorries
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