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Peer

The Peer Spending widget and section appear on the Spending page in the new client portal use. Peer Spending uses Yodlee aggregated data to create a cohort of other users with similar financial circumstances—a peer. A peer is defined as a member of a group of other people who share the following similar characteristics:

Life stage. Defines what stage of their career the client is in. Options are:

• Student

• Employed

• Unemployed

• Retired

Location. Defines the approximate geographic location of the client, since income and spending varies significantly depending on where the client lives. Location details include:

• City

• State

• Country

• Zip code

Income. Defines the actual dollar amount the client earns.

Home ownership. Defines whether the client owns a home. Options are: Yes or no.

For more information, see Introduction to the Spending Page.