Vantage Offers PFM Tool
Vantage Credit Union has made it easier for members to manage their money with the launch of My$Manager, a new personal financial management tool.
Designed to function like other popular Web-based financial management tools, it allows members to pull together and view their financial relationships from all institutions to make budgeting and goal setting easier. With a dashboard that features members' entire financial picture based on accounts they've added; tools such as tagging; budgeting that tracks fixed and variable expenses; and goal setting, members can also check account balances, track goals and budgets, and be alerted to upcoming bill deadlines on their mobile phone.
"After studying the financial history and habits of our online members, and determining what was most relevant to them, we wanted to offer a financial management tool that allows our members to easily track their spending and saving right there within our MyVantage online banking system," said Vantage CU Executive Vice President Cameron Minges.
He added that the $628 million credit union is currently the only institution in the St. Louis area to offer this online Web-based PFM tool that does not require a separate login.