Personal Financial Management Systems

VendorMatch

I confirm I have read and understand the terms of use and privacy policy related to the use of VendorMatch and that my information may be shared with the vendors whose pages I access. Subscribers to our VendorMatch premium services should ensure they are signed in to benefit from the anonymity feature prior to visiting a vendor profile. If you do not have a VendorMatch premium subscription you can learn more here.
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…
  • Backbase Digital Banking Platform BACKBASE
    The Backbase Omni-Channel Digital Banking Platform empowers financial institutions to accelerate their digital transformation and effectively co…
  • WealthMapper TietoEVRY
    WealthMapper: Comprehensive wealth management with goal-based planning The tool allows the banks and insurance companies to provide a comprehens…
  • mnAI mnAI
    mnAI allows Investors, Analysts and Private Equity companies to improve productivity and enhance operations. By using billions of data points on…
  • PFTPro Suite Prometeia
    PFTPro is a modular wealth management front office software suite designed to support the entire investment process. The platform is composed of…
Search results
No results
Show results & filters
Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.