MoneyDesktop Adds PFM Clients
MoneyDesktop of Provo, Utah, said it has signed seven more credit union users of personal financial management platform for financial institutions.
They are the $810 million Altra FCU of LaCrosse, Wis., the $330 million Granite CU of Salt Lake City, the $45 million The Queen’s FCU of Honolulu, the $13 million Gallup FCU of Omaha, Neb., the $11 million Kingsville Community FCU of Kingsville, Texas, $62 million Best Advantage CU of Brillion, Wis., and the $24 million Golden Triangle FCU of Groves, Texas, the company said.
“In our search to find a new PFM platform for Altra, we were looking for a feature-rich, easy-to-use, yet robust, aggregation tool. We also wanted an effective and powerful cross-selling solution," said Mary Isaacs, that credit union’s CFO.
"The decision, by each of these institutions, to integrate MoneyDesktop’s PFM into online banking shows an innovative mindset and understanding of the shifting landscape in the financial industry,” said MoneyDesktop President Dave Jaynes.
The company said it now has more than 200 credit union and bank customers.