personal financial management

• Alpena Alcona Area Credit Union Chooses PFM

  By Marc Rapport  |  May 9, 2012

  Northern Lower Michigan institution deploys MoneyDesktop to its 28,000 members.

• Member Driven Technologies Offering MoneyDesktop

  By Marc Rapport  |  May 8, 2012

  Michigan core processing CUSO integrating Utah firm's personal financial management solution.

• First Data Corp. Integrating MoneyDesktop PFM

  By Marc Rapport  |  May 7, 2012

  MoneyDesktop said Atlanta-based First Data Corp. will be integrating the Provo, Utah, company’s personal financial management into First Data’s online banking offering.

• MoneyDesktop Signs 19 for PFM

  By Marc Rapport  |  May 7, 2012

  Nineteen credit unions have recently signed on as users of MoneyDesktop’s personal financial management solution for their online banking sites, the company said.

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  CUFX Technology Standard Nears First Beta at BCU

  By Marc Rapport  |  April 26, 2012

  The effort to create a new technology standard for integrating software among credit unions and their vendors is about to take its first beta steps.

• First Data Corp. to Offer MoneyDesktop PFM

  By Marc Rapport  |  April 19, 2012

  Atlanta-based First Data Corp. said it is integrating the personal financial management solution from MoneyDesktop of Provo, Utah, into its online banking offering.

• MoneyDesktop Adds 19 Credit Union PFM Clients

  By Marc Rapport  |  April 9, 2012

  The Provo, Utah, company said it now has more than 260 credit union clients and 21 online banking, core and card processing partners.

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  Geezeo Adds PFM Clients, Creates New Division

  By Marc Rapport  |  March 8, 2012

  Geezeo adds to PFM client list, creates new division and hires credit union marketer to lead it.

• Geezeo Adds Six for PFM

  By Marc Rapport  |  February 3, 2012

  Geezeo said it has signed six more credit unions as users of its integrated, white-label personal financial management platform for online banking.

• MoneyDesktop Adds Four More, Partners With Share One

  By Marc Rapport  |  December 8, 2011

  New PFM clients are in Texas, Oregon, Nebraska.