Personal Financial Management Systems


Personal Financial Management (PFM) tools allow bank customers to view all of 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.
  • 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…
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