Personal Financial Management (PFM)
by Envestnet | Yodlee · Wealth and investment platforms · United States
Guides financial behavior toward personal goals through connected account data and insights.
What Personal Financial Management (PFM) does
- Account aggregation
- Transaction enrichment
- Financial behavior guidance
- Goal tracking
- Personal financial insights
What Personal Financial Management (PFM) is used for
- Guide customer financial behavior
- Enable personal goal setting
- Deliver personalized experiences
Who Personal Financial Management (PFM) is for
- Banks
- Fintechs
- Technology providers
About Envestnet | Yodlee
Financial data aggregation, enrichment and analytics platform for banks, wealth firms and lenders.
Envestnet | Yodlee in the vendor registry: its products, features and similar vendors.
Also by Envestnet | Yodlee
- Wealth Management: Captures assets with greater visibility into client data to deliver personalized advice and grow AUM.
- Credit Solutions: Expands lending with alternative data intelligence and cash flow analytics for credit decisioning.
- Payment Enablement: Verifies accounts quickly and reduces friction in payment flows.
- Business Financial Management: Supports SMB growth with financial visibility into business accounts and cash flow.
- Open Finance: Provides access to enriched, permissioned financial data through trusted APIs.
More in this category: Wealth management and investment platforms.
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