personal financial management solution

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  CUFX Progressing Toward Standards

  By Marc Rapport  |  April 10, 2013

  The effort to create a new technology standard for integrating credit union-specific software has marked a number of milestones since it was launched by members of the CUNA Technology Council.

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  What Members Want From PFM

  By Bret Skousen  |  April 5, 2013

  This Opinion column looks at what features are essential for a successful personal financial management solution.

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  CUFX Project Moving Along With a Long Way to Go: Print Preview

  By Marc Rapport  |  April 4, 2013

  This preview from next week's print edition looks at the work on new integrating standards for credit union-specific software.

• Intuit to Offer Mint Directly to Credit Unions, Banks

  By Robert McGarvey  |  April 3, 2013

  Popular standalone PFM now to be a value add for members, customers.

• MoneyDesktop Launches Mobile PFM App

  By Marc Rapport  |  November 20, 2012

  Utah-based firm says new app includes "Bubble Budgets" for graphical picture of budget status.

• MoneyDesktop Touts Signings

  By Marc Rapport  |  June 18, 2012

  Seventeen more credit unions have signed with MoneyDesktop in Provo, Utah, to offer its personal financial management solution.

• PFM Chosen by Alpena Alcona Area Credit Union

  By Marc Rapport  |  June 4, 2012

  The 27,000 members of the $261 million Alpena Alcona Area Credit Union in Alpena, Mich., can now deepen their online banking experience with a new personal financial management solution, the credit union said.

• MDT Integrates MoneyDesktop

  By Marc Rapport  |  June 4, 2012

  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.

• MoneyDesktop Adds 17 Credit Unions as PFM Users

  By Marc Rapport  |  May 30, 2012

  MoneyDesktop in Provo, Utah, said it has signed 17 more credit unions as users of its personal financial management solution.

• Alpena Alcona Area Credit Union Chooses PFM

  By Marc Rapport  |  May 9, 2012

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