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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…
  • mnAI mnAI
    mnAI allows Investors, Analysts and Private Equity companies to improve productivity and enhance operations. By using billions of data points on…
  • Elevate™ Unisys
    Elevate™ enables financial institutions to reinvent themselves to become a thriving digital ecosystem. It is a completely integrated omnichannel…
  • JHC Figaro (Figaro) JHC
    JHC Figaro (Figaro) JHC Figaro (Figaro) is a front, middle and back office solution for private client wealth managers, brokers and platform pr…
  • Wealth Portal Dorsum
    Client facing wealth management mobile application Our Wealth Portal is for the HNWI clientele, giving wealth managers a competitive edge in the…
  • 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…
  • 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…
  • 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 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…
  • 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.…
  • 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…
  • WealthMapper TietoEVRY
    WealthMapper: Comprehensive wealth management with goal-based planning The tool allows the banks and insurance companies to provide a comprehens…
  • NEON-dX: Customer Lifetime Value Management Flytxt
    NEON-dX is an intelligent martech platform powered by AI/ML for Retail Banks, FinTechs and Insurance Companies to drive personalized customer en…
  • Presults Archiving and Compliance Presults
    Presults is a leading provider of email, website, and social media compliance, archiving, and discovery for registered advisers. The Presults se…
  • Backbase Digital Banking Platform BACKBASE
    The Backbase Omni-Channel Digital Banking Platform empowers financial institutions to accelerate their digital transformation and effectively co…
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