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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.
  • Tower TechRules
    Tower: Leading financial software solution for Wealth Management. Efficiently manage a large number of complex customer portfolios with a large…
  • PFTPro Suite Prometeia
    PFTPro is a Wealth Management digitalization suite which supports the entire investment process. It is composed of independent, yet tightly inte…
  • Experlogix Document Generation and Automation Solution Experlogix
    Deliver better documents faster! Automate the creation, delivery and storage of your important documents to streamline the way you communicate w…
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