Beyond Budgeting: The New Generation of Personal Finance Tools
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27 October 2014
Beyond Budgeting: The New Generation of Personal Finance Tools is the second of a series of reports focusing on the delivery of online financial advice. This study focuses on the North American market and examines a range of firms. Celent’s research on the PFM space includes, but is not limited to, the following vendors:
- Level Money
- MX (formerly MoneyDesktop)
- Prism (formerly Mobilligy)