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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: Leading financial software solution for Wealth Management. Efficiently manage a large number of complex customer portfolios with a large…
  • JHC Figaro (Figaro) JHC Figaro (Figaro) is a front, middle and back office solution for private client wealth managers, brokers and platform pr…
  • mnAI allows Investors, Analysts and Private Equity companies to improve productivity and enhance operations. By using billions of data points on…
  • PFTPro is a Wealth Management digitalization suite which supports the entire investment process. It is composed of independent, yet tightly inte…
  • AM-DIS is the solution dedicated to Asset Managers and Insurers to automate the management of their invested portfolios. The solution is a linc…
  • Blackwave Provides innovative, modern, and aesthetic solutions for Trading, Quantitative analysis, Portfolio Optimization, Pre-build Strategies,…
  • Our solution employs our Genasys zero code tools for product building, rating, workflow creation, document design and user setup.
  • Technology is fast changing the fundamental nature of businesses.Organizations which were once world leaders in their space are now giving way t…
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