Personal Financial Management (PFM)

Personal Financial Manager (PFM) is an award-winning personal finance application that drives engagement between account holders and financial institutions. A tool which allows a 360 degree vision of all bank accounts, aggregating the user’s entire financial picture on one, easy-to-use platform.

Personal Financial Management (PFM)

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Zeeshan B.

Advanced user of Personal Financial Management (PFM)

★★★★★

Strands financial planner

What do you like best?

It gives me a 360 picture of my finances. One stop for managing your finances

What do you dislike?

Does not categorize the product very well

What problems are you solving with the product? What benefits have you realized?

We are integrating it to our banking homepage to let people see a dashboard of their finances which gives them insight in their spending and savings.

Review source: G2.com