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Personal Financial Management Systems

VendorMatch Directory

Use our directory to find personal financial management (PFM) tools available to financial institutions such as banks. PFM solutions allow bank customers to view all their financial accounts in one place, manage expenses, set a budget, save for personal goals, view investments, calculate net worth, and improve their overall financial wellness. Research the market through our online platform, discover vendors through our directory, and evaluate PFM tools with analysis and comparison of their functionality through our reports and RFIs.
  • Sales.UP is an insight-driven sales and engagement tool. It helps banks understand, enrich and analyse banking data like card transactions and d…
  • mnAI allows Investors, Analysts and Private Equity companies to improve productivity and enhance operations. By using billions of data points on…
  • Elevate™ enables financial institutions to reinvent themselves to become a thriving digital ecosystem. It is a completely integrated omnichannel…
  • JHC Figaro (Figaro) JHC Figaro (Figaro) is a front, middle and back office solution for private client wealth managers, brokers and platform pr…
  • Client facing wealth management mobile application Our Wealth Portal is for the HNWI clientele, giving wealth managers a competitive edge in the…
  • IFS offers the only complete onboarding solution for the securities and wealth management industries. Whether your firm is looking for a solutio…
  • As financial services firms continue their efforts to attract and retain top talent, they must have solutions in place to handle the complex pro…
  • Intellect Wealth Qube is a relationship centric, one-stop Digital Wealth Management solution with Omni-channel and STP processing from front, mi…
  • IFS’s Account Maintenance Solution allows financial advisors, sales assistants and other operations professionals to manage accounts with ease.…
  • With pressure to manage costs, improve service levels and respond to rapidly changing regulatory demands, firms are turning to automation for th…
  • The Envizage API is the gateway to access Envizage's simulation-based and highly configurable holistic advice engine. Developers can get started…
  • Presults is a leading provider of email, website, and social media compliance, archiving, and discovery for registered advisers. The Presults se…
  • The Backbase Omni-Channel Digital Banking Platform empowers financial institutions to accelerate their digital transformation and effectively co…
  • NEON-dX is an intelligent martech platform powered by AI/ML for Retail Banks, FinTechs and Insurance Companies to drive personalized customer en…
  • WealthMapper: Comprehensive wealth management with goal-based planning The tool allows the banks and insurance companies to provide a comprehens…
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