Credit unions face a tough decision regarding whether to use branded or white-label PFM products.
Digital banking companies look to enhance personal financial management tools for banks and credit unions.
Equity fund owners give online banking unit back its original name as purchase from Intuit completed.
Personal financial management tools can offer members a convenient way to budget and save while providing a plethora of data about their spending habits, other banking relationships.
This Opinion column looks at what features are essential for a successful personal financial management solution.
Popular standalone PFM now to be a value add for members, customers.
Personal financial management software provider says client count crosses 380 mark.
California-based online bank platform provider partners with Utah-based personal financial management specialist.
Utah-based firm says new app includes "Bubble Budgets" for graphical picture of budget status.
A recent survey by the research and advisory firm found that 58% of U.S. consumers have not used online PFM tools and don’t plan to.