Plaid Overview

Plaid

By Plaid

4.6★★★★★(39 Ratings)Write review

What is Plaid?

Plaid is a technology platform that enables applications to connect with users bank accounts. Plaid focuses on lowering the barriers to entry in financial services by making it easier and safer to use financial data.

Who is Plaid best for?

Plaid's Asset product is a great fit for a loan originator looking to digitize the lending process and create a better borrower experience.

Plaid Details

Plaid Platforms supported

Cloud, SaaS, Web-Based

Desktop Mac

Desktop Windows

Mobile Android

Mobile iPad

Mobile iPhone

Desktop Chromebook

Desktop Linux

On-Premise Linux

On-Premise Windows

Plaid Support options

Chat

Email Help Desk

FAQ Forum

Knowledgebase

Plaid Training options

Documentation

In-Person

Live Online

Videos

Webinars

Plaid Typical customers

Freelancers

Small Businesses

Small to Mid size businesses

Mid size businesses

Mid to Large size enterprises

Large enterprises

Very Large enterprises

Plaid Features

Most valued Plaid features by users

Compliance Management

Document Management

Accounting

Risk Management

Loan Processing

Compliance Tracking

Data Import/Export

Reporting/Analytics

Modeling & Simulation

Fund Management

Corporate Banking

Investment Banking

Private Banking

Customer Engagement

Performance Metrics

Multi-Branch

Securities Management

Student Loans

Collaboration Tools

Commodity Futures

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