Retail Banking
Personal Financial Management (PFM)
Tools that aggregate accounts and surface budgeting, savings and spend insights.
Top 8 solutions
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MX
MX Money Experience
01
Leading personal financial management (pfm) solution.
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Plaid
Plaid Personal Finance
02
Leading personal financial management (pfm) solution.
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Tink
Tink PFM
03
Leading personal financial management (pfm) solution.
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Envestnet
Yodlee FinApps
04
Leading personal financial management (pfm) solution.
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Strands
Strands Finance Suite
05
Leading personal financial management (pfm) solution.
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Meniga
Meniga PFM
06
Leading personal financial management (pfm) solution.
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Personetics
Personetics Engage
07
Leading personal financial management (pfm) solution.
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Moneyhub
Moneyhub
08
Leading personal financial management (pfm) solution.
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