Personal Financial Management (PFM) is an award-winning personal finance application that drives engagement between account holders and financial institutions. A tool which allows a 360º vision of all bank accounts, aggregating the user’s entire financial picture on one, easy-to-use platform.
Expenses are automatically categorized with 99% accuracy. Transactions become actionable through search, filter, edit, export and split functions.
An interactive heat map shows daily, monthly and yearly spending patterns.
Ensure all your customers' accounts are in one place