Personal Financial Management Systems

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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 W.UP
    Sales.UP is an insight-driven sales and engagement tool. It helps banks understand, enrich and analyse banking data like card transactions and d…
  • Digital Banking Platform D3 Banking Technology
    Why Good Enough Isn’t In Digital Banking No matter how you look at the results from a recent JD Power online survey measuring the level of consu…
  • Insight EValue
    Whether your aim is to provide the best investment advice to clients to help achieve their life objectives, or to determine an optimal investmen…
  • Elevate™ Unisys
    Elevate™ enables financial institutions to reinvent themselves to become a thriving digital ecosystem. It is a completely integrated omnichannel…
  • Intellect Wealth Qube Intellect Design Arena
    Intellect Wealth Qube is a relationship centric, one-stop Digital Wealth Management solution with Omni-channel and STP processing from front, mi…
  • IFS Transitions Impact Financial Systems
    As financial services firms continue their efforts to attract and retain top talent, they must have solutions in place to handle the complex pro…
  • IFS Onboarding Impact Financial Systems
    IFS offers the only complete onboarding solution for the securities and wealth management industries. Whether your firm is looking for a solutio…
  • My Wealth Dorsum
    My Wealth is a brand new, Wealth Management mobile app which enables wealth management providers to bring an engaging digital experience to thei…
  • IFS Account Maintenance Impact Financial Systems
    IFS’s Account Maintenance Solution allows financial advisors, sales assistants and other operations professionals to manage accounts with ease.…
  • IFS Asset Management Impact Financial Systems
    With pressure to manage costs, improve service levels and respond to rapidly changing regulatory demands, firms are turning to automation for th…
  • CapitalPrivate Capital Banking Solutions
    CapitalPrivate, our Wealth Management solution is a Multi-asset portfolio management and advanced analytics, that allows you to digitize your We…
  • Envizage API LIFESCALE LIMITED (trading as "ENVIZAGE")
    The Envizage API is the gateway to access Envizage's simulation-based and highly configurable holistic advice engine. Developers can get started…
  • Backbase Digital Banking Platform BACKBASE
    The Backbase Omni-Channel Digital Banking Platform empowers financial institutions to accelerate their digital transformation and effectively co…
  • Tower TechRules
    Tower: Leading financial software solution for Wealth Management. Efficiently manage a large number of complex customer portfolios with a large…
  • WealthMapper TietoEVRY
    WealthMapper: Comprehensive wealth management with goal-based planning The tool allows the banks and insurance companies to provide a comprehens…
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