Trends Report

Market Overview: Personal Financial Management Solutions

A Global Guide To Choosing White-Label Personal Financial Management

September 27th, 2011
BE
Benjamin Ensor
With contributors:
Peter Wannemacher , Sabine Poltermann , Elizabeth Stark , Myriam Da Costa

Summary

Online personal financial management (PFM) is rapidly moving up the priority lists of many eBusiness executives at banks and wealth management firms worldwide. Executives who want to offer online personal financial management to their customers have a large array of vendors to choose from. This research provides an overview of white-label personal finance management vendors globally. While most vendors provide similar functionality, they differ by company background, experience, and geographic focus; the deployment options they offer; and whether they provide related functionality like account aggregation and campaign management. Different vendors will suit different firms' requirements, so choosing the right one depends on your business objectives and how much support you want with implementation.

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