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Personal Finance Management System

The Altoros team developed back-end functionality of an online financial tool that enables users to track their credit card and bank account debts. The system makes suggestions and creates a plan to eliminate such debts. This Java application provides rich integration capabilities with third-party accounting and banking services.

Our customer decided to create a free online financial tool that analyzes user’s financial state by collecting information from his/her credit cards and bank accounts and offers a plan on how to get out of debt. The customer turned to Altoros to develop the back end of the system to securely connect to users’ bank and credit card accounts.

Altoros had to create the following functionality:

  • Enable integration of the system’s front end (which was written in Python) with Yodlee, an online account aggregation and financial services tool
  • Provide the system with support for multiple databases
  • Create business logic for data processing
  • Enable the system to parse user’s account information in the Bank of America and the US Bank

The Yodlee system has some built-in issues: connection often fails and the user session gets interrupted every two hours. We had to figure out how to recover sessions, so that users would not lose important data.

Our Java developers conducted a thorough investigation of Yodlee, studying all of its features. To solve the connection issue, we developed the Connection Manager that automatically checks if a session is valid. When the session is interrupted, the Manager recovers it and continues executing the specified command.

The Yodlee integration module was developed as a Web service and integrated with Python-based front end of the system. This solution helped our customer to greatly cut down development time and costs.

The system proved to be highly scalable, with almost endless scalability.

The service demonstrates stable performance, user’s sessions are not interrupted anymore, and all the data is processed with the highest level of security.

Technology Stack

Server Platform

Linux, Java 1.6

Web Services

Axis Web services, Google RPC calls

Client Platform/Application Server

Tomcat 6


Spring, Hibernate, RPC, Yodlee

Programming Language

Java, Clojure, Python



Development Environment


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