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.
Steve Jobs would shine no man's shoes. Richard Branson? Not so much. But big banks best beware the man from Virgin.
With approximately 70 million possible tablet users by year end and 4.6 billion smartphones being used worldwide, it’s safe to say credit union members are mobile.
Personal financial management tools being deployed at $813 million institution.
MoneyDesktop, a provider of personal financial management software, said it has acquired MoneyReef, a mobile PFM specialist.
Geezeo said its personal financial management platform is now being offered to the regional and community bank clients of Computer Services Inc. of Paducah, Ky.
Seventeen more credit unions have signed with MoneyDesktop in Provo, Utah, to offer its personal financial management solution.
Computer Services Inc. is now offering its community and regional bank clients an integrated personal financial management solution from Geezeo.
The MoneyDesktop personal financial management solution is now being integrated into the Symitar Episys core processing platform at Member Driven Technologies, a suburban Detroit service bureau CUSO.