Personal Financial Management Systems

VendorMatch

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 de…
  • Whether your aim is to provide the best investment advice to clients to help achieve their life objectives, or to determine an optimal investment…
  • My Wealth is a brand new, Wealth Management mobile app which serves the needs of the “new type” of customers. My Wealth is a unique app because i…
  • 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 consum…
  • WealthMapper: Comprehensive wealth management with goal-based planning The tool allows the banks and insurance companies to provide a comprehensi…
  • The InvestCloud Digital Platform provides over 300 apps that assemble together providing digital engagement and automation. We categorize these a…
  • JHC Figaro (Figaro) JHC Figaro (Figaro) is a front, middle and back office solution for private client wealth managers, brokers and platform pro…
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