StreemConnect Client Manager

About

A secure companion tool for StreemConnect users to manage clients, access linked accounts, and analyse financial data directly from your browser.

The StreemConnect Extension streamlines your workflow by providing instant access to your client portfolio and financial insights from the StreemConnect platform. Designed for efficiency and security, this extension allows you to quickly view account statuses, generate financial reports, and manage bank linking sessions without navigating away from your current tasks.

Key Features:

Comprehensive Client Management: View, search, and filter your entire client list. Easily identify clients based on linked bank account status.

Detailed Account Overview: Access a complete list of linked bank accounts for any client, including institution details, account types, and real-time balances.

On-Demand Transaction Reports: Retrieve transaction data within custom date ranges. View summarised income, expenses, and net amounts.

Instant Financial Insights: Utilise the built-in subscription audit to automatically identify recurring payments and estimate monthly expenditures.

Secure Bank Link Management: Generate, copy, and share secure bank linking URLs instantly via email or SMS.

Expiring Link Notifications: Receive timely badge notifications for bank links expiring within 21 days, ensuring seamless renewal management.

Export and Reporting: Download detailed transaction data in CSV format or generate professional, interactive PDF reports for analysis and record-keeping.

Security and Privacy:

The StreemConnect Extension communicates securely with the StreemConnect API using HTTPS. Authentication is maintained via encrypted session tokens stored locally within your browser. We prioritise the confidentiality of your data; financial information and PII are accessed only for the purpose of providing the features described above and are never shared with unauthorised third parties.

Requirements:

Active StreemConnect account and valid login credentials.